Comerica Bank’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

Comerica Bank’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
2025 Q4	$60.1K	Sell	2,738 -310	-10%	-$6.81K	﹤0.01%	2792
2025 Q3	$66.9K	Buy	3,048 +1,251	+70%	+$27.4K	﹤0.01%	2747
2025 Q2	$39.4K	Sell	1,797 -13	-0.7%	-$283	﹤0.01%	2869
2025 Q1	$39.4K	Sell	1,810 -14	-0.8%	-$301	﹤0.01%	2854
2024 Q4	$38.9K	Buy	1,824 +1,184	+185%	+$25.5K	﹤0.01%	2867
2024 Q3	$14.1K	Hold	640	–	–	﹤0.01%	3109
2024 Q2	$13.7K	Buy	+640	New	+$13.6K	﹤0.01%	3099

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

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

TPWA

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

BCM

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

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

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

AAIM

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Comerica Bank's IBTJ Position: Q4 2025 in Review

Comerica Bank reduced its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) stake by 10% in Q4 2025, selling an estimated $6.81K and leaving 2,738 shares worth $60.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2792.

Comerica Bank first reported a position in IBTJ in Q2 2024 and has held it in 7 quarters since. The position peaked at $66.9K in Q3 2025. 201 funds tracked by Wall St. Rank hold IBTJ as of Q4 2025.

Comerica Bank held 2,738 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $60.1K as of Q4 2025.
Comerica Bank sold 310 iShares iBonds Dec 2029 Term Treasury ETF shares in Q4 2025, an estimated $6.81K.
iShares iBonds Dec 2029 Term Treasury ETF made up ﹤0.01% of Comerica Bank's portfolio in Q4 2025, its #2792 holding.
Comerica Bank first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q2 2024 and has held it in 7 quarters since.
Comerica Bank's iShares iBonds Dec 2029 Term Treasury ETF position peaked at $66.9K in Q3 2025.
201 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q4 2025.

Based on Comerica Bank's 13F filing for Q4 2025, filed 29 Jan 2026.