Commonwealth Equity Services
IBTJ icon

Commonwealth Equity Services’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

Commonwealth Equity Services’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 		$17.1M Sell
790,679
-44,640
-5% -$969K 0.02% 667
2026
Q1 		$18.2M Sell
835,319
-56,270
-6% -$1.23M 0.03% 605
2025
Q4 		$19.6M Buy
891,589
+277,424
+45% +$6.1M 0.03% 574
2025
Q3 		$13.5M Sell
614,165
-34,314
-5% -$751K 0.02% 756
2025
Q2 		$14.2M Buy
648,479
+10,609
+2% +$231K 0.02% 716
2025
Q1 		$13.9M Buy
637,870
+49,463
+8% +$1.06M 0.02% 711
2024
Q4 		$12.5M Buy
588,407
+30,932
+6% +$667K 0.02% 714
2024
Q3 		$12.3M Buy
557,475
+83,265
+18% +$1.82M 0.02% 729
2024
Q2 		$10.1M Buy
474,210
+251,281
+113% +$5.33M 0.02% 802
2024
Q1 		$4.79M Buy
222,929
+132,049
+145% +$2.85M 0.01% 1194
2023
Q4 		$1.98M Buy
90,880
+70,336
+342% +$1.49M ﹤0.01% 1706
2023
Q3 		$431K Buy
20,544
+3,618
+21% +$77.2K ﹤0.01% 2715
2023
Q2 		$366K Buy
16,926
+5,246
+45% +$115K ﹤0.01% 2871
2023
Q1 		$258K Buy
+11,680
New +$256K ﹤0.01% 3089

Other funds holding IBTJ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Wells Fargo
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
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services's IBTJ Position: Q2 2026 in Review

Commonwealth Equity Services reduced its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) stake by 5.3% in Q2 2026, selling an estimated $969K and leaving 790,679 shares worth $17.1M. The position accounts for 0.02% of the portfolio, ranked #667.

Commonwealth Equity Services first reported a position in IBTJ in Q1 2023 and has held it in 14 quarters since. The position peaked at $19.6M in Q4 2025. 213 funds tracked by Wall St. Rank hold IBTJ as of Q2 2026.

  • Commonwealth Equity Services held 790,679 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $17.1M as of Q2 2026.
  • Commonwealth Equity Services sold 44,640 iShares iBonds Dec 2029 Term Treasury ETF shares in Q2 2026, an estimated $969K.
  • iShares iBonds Dec 2029 Term Treasury ETF made up 0.02% of Commonwealth Equity Services's portfolio in Q2 2026, its #667 holding.
  • Commonwealth Equity Services first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q1 2023 and has held it in 14 quarters since.
  • Commonwealth Equity Services's iShares iBonds Dec 2029 Term Treasury ETF position peaked at $19.6M in Q4 2025.
  • 213 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.