Fidelity Investments’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

Fidelity Investments’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	$289	Hold	13	–	–	﹤0.01%	5345
2026 Q1	$291	Sell	13 -431	-97%	-$9.45K	﹤0.01%	5202
2025 Q4	$9.74K	Hold	444	–	–	﹤0.01%	4739
2025 Q3	$9.75K	Buy	444 +13	+3%	+$284	﹤0.01%	4610
2025 Q2	$9.44K	Sell	431 -133	-24%	-$2.89K	﹤0.01%	4545
2025 Q1	$12.3K	Buy	+564	New	+$12.1K	﹤0.01%	4429

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

Fidelity Investments's IBTJ Position: Q2 2026 in Review

Fidelity Investments held its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) position steady in Q2 2026 at 13 shares worth $289. The position accounts for ﹤0.01% of the portfolio, ranked #5345.

Fidelity Investments first reported a position in IBTJ in Q1 2025 and has held it in 6 quarters since. The position peaked at $12.3K in Q1 2025. 215 funds tracked by Wall St. Rank hold IBTJ as of Q2 2026.

Fidelity Investments held 13 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $289 as of Q2 2026.
Fidelity Investments left its iShares iBonds Dec 2029 Term Treasury ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2029 Term Treasury ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #5345 holding.
Fidelity Investments first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q1 2025 and has held it in 6 quarters since.
Fidelity Investments's iShares iBonds Dec 2029 Term Treasury ETF position peaked at $12.3K in Q1 2025.
215 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.