Envestnet Asset Management
IBTJ icon

Envestnet Asset Management’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

Envestnet Asset Management’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 		$28M Buy
1,295,472
+72,993
+6% +$1.58M 0.01% 1196
2026
Q1 		$26.7M Buy
1,222,479
+1,199,628
+5,250% +$26.3M 0.01% 1154
2025
Q4 		$501K Sell
22,851
-807,062
-97% -$17.7M ﹤0.01% 3694
2025
Q3 		$18.2M Sell
829,913
-141,574
-15% -$3.1M 0.01% 1346
2025
Q2 		$21.3M Buy
971,487
+279,747
+40% +$6.08M 0.01% 1212
2025
Q1 		$15.1M Buy
691,740
+235,232
+52% +$5.05M ﹤0.01% 1391
2024
Q4 		$9.74M Buy
456,508
+92,678
+25% +$2M ﹤0.01% 1664
2024
Q3 		$8.04M Buy
363,830
+182,275
+100% +$3.98M ﹤0.01% 1788
2024
Q2 		$3.88M Buy
181,555
+134,168
+283% +$2.85M ﹤0.01% 2196
2024
Q1 		$1.02M Buy
47,387
+9,499
+25% +$205K ﹤0.01% 3020
2023
Q4 		$825K Buy
37,888
+6,101
+19% +$129K ﹤0.01% 3053
2023
Q3 		$668K Buy
31,787
+5,214
+20% +$111K ﹤0.01% 3084
2023
Q2 		$575K Buy
26,573
+17,019
+178% +$375K ﹤0.01% 3126
2023
Q1 		$212K Buy
+9,554
New +$209K ﹤0.01% 3632

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

Envestnet Asset Management's IBTJ Position: Q2 2026 in Review

Envestnet Asset Management increased its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) stake by 6% in Q2 2026, buying an estimated $1.58M and bringing the position to 1,295,472 shares worth $28M. The position accounts for 0.01% of the portfolio, ranked #1196.

Envestnet Asset Management first reported a position in IBTJ in Q1 2023 and has held it in 14 quarters since. 213 funds tracked by Wall St. Rank hold IBTJ as of Q2 2026.

  • Envestnet Asset Management held 1,295,472 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $28M as of Q2 2026.
  • Envestnet Asset Management bought 72,993 iShares iBonds Dec 2029 Term Treasury ETF shares in Q2 2026, an estimated $1.58M.
  • iShares iBonds Dec 2029 Term Treasury ETF made up 0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #1196 holding.
  • Envestnet Asset Management first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q1 2023 and has held it in 14 quarters since.
  • 213 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.