CGN Advisors’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

CGN Advisors’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	$373K	Buy	17,225 +79	+0.5%	+$1.71K	0.03%	255
2026 Q1	$375K	Buy	17,146 +3,407	+25%	+$74.7K	0.03%	252
2025 Q4	$302K	Buy	+13,739	New	+$302K	0.02%	270

Other funds holding IBTJ

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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

CGN Advisors's IBTJ Position: Q2 2026 in Review

CGN Advisors increased its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) stake by 0.46% in Q2 2026, buying an estimated $1.71K and bringing the position to 17,225 shares worth $373K. The position accounts for 0.03% of the portfolio, ranked #255.

CGN Advisors first reported a position in IBTJ in Q4 2025 and has held it in 3 quarters since. The position peaked at $375K in Q1 2026. 213 funds tracked by Wall St. Rank hold IBTJ as of Q2 2026.

CGN Advisors held 17,225 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $373K as of Q2 2026.
CGN Advisors bought 79 iShares iBonds Dec 2029 Term Treasury ETF shares in Q2 2026, an estimated $1.71K.
iShares iBonds Dec 2029 Term Treasury ETF made up 0.03% of CGN Advisors's portfolio in Q2 2026, its #255 holding.
CGN Advisors first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q4 2025 and has held it in 3 quarters since.
CGN Advisors's iShares iBonds Dec 2029 Term Treasury ETF position peaked at $375K in Q1 2026.
213 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q2 2026.

Based on CGN Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.