Cerity Partners’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

Cerity Partners’s Portfolio IBTJ Stock Details IBTJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$926K	Sell	42,790 -670	-2%	-$14.5K	﹤0.01%	2047
2026 Q1	$949K	Buy	43,460 +21,244	+96%	+$466K	﹤0.01%	1891
2025 Q4	$488K	Buy	22,216 +643	+3%	+$14.1K	﹤0.01%	2128
2025 Q3	$474K	Hold	21,573	–	–	﹤0.01%	2007
2025 Q2	$473K	Sell	21,573 -111	-0.5%	-$2.41K	﹤0.01%	1896
2025 Q1	$472K	Buy	21,684 +27	+0.1%	+$580	﹤0.01%	1785
2024 Q4	$462K	Buy	21,657 +2,089	+11%	+$45K	﹤0.01%	1811
2024 Q3	$433K	Hold	19,568	–	–	﹤0.01%	1852
2024 Q2	$418K	Hold	19,568	–	–	﹤0.01%	1631
2024 Q1	$421K	Buy	19,568 +3,406	+21%	+$73.4K	﹤0.01%	1679
2023 Q4	$352K	Buy	16,162 +2,247	+16%	+$47.5K	﹤0.01%	1436
2023 Q3	$292K	Hold	13,915	–	–	﹤0.01%	1156
2023 Q2	$301K	Buy	13,915 +4,788	+52%	+$105K	﹤0.01%	1392
2023 Q1	$202K	Buy	+9,127	New	+$200K	﹤0.01%	1713

Other funds holding IBTJ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cerity Partners's IBTJ Position: Q2 2026 in Review

Cerity Partners reduced its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) stake by 1.5% in Q2 2026, selling an estimated $14.5K and leaving 42,790 shares worth $926K. The position accounts for ﹤0.01% of the portfolio, ranked #2047.

Cerity Partners first reported a position in IBTJ in Q1 2023 and has held it in 14 quarters since. The position peaked at $949K in Q1 2026. 202 funds tracked by Wall St. Rank hold IBTJ as of Q2 2026.

Cerity Partners held 42,790 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $926K as of Q2 2026.
Cerity Partners sold 670 iShares iBonds Dec 2029 Term Treasury ETF shares in Q2 2026, an estimated $14.5K.
iShares iBonds Dec 2029 Term Treasury ETF made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2047 holding.
Cerity Partners first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q1 2023 and has held it in 14 quarters since.
Cerity Partners's iShares iBonds Dec 2029 Term Treasury ETF position peaked at $949K in Q1 2026.
202 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.