James Investment Research’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

James Investment Research’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	$297K	Hold	13,696	–	–	0.03%	311
2026 Q1	$299K	Hold	13,696	–	–	0.03%	297
2025 Q4	$301K	Hold	13,696	–	–	0.03%	295
2025 Q3	$301K	Hold	13,696	–	–	0.03%	294
2025 Q2	$300K	Hold	13,696	–	–	0.04%	272
2025 Q1	$298K	Hold	13,696	–	–	0.04%	261
2024 Q4	$292K	Hold	13,696	–	–	0.03%	268
2024 Q3	$303K	Hold	13,696	–	–	0.03%	272
2024 Q2	$293K	Hold	13,696	–	–	0.03%	266
2024 Q1	$294K	Buy	13,696 +2,250	+20%	+$48.5K	0.04%	264
2023 Q4	$249K	Buy	+11,446	New	+$242K	0.03%	266

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

James Investment Research's IBTJ Position: Q2 2026 in Review

James Investment Research held its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) position steady in Q2 2026 at 13,696 shares worth $297K. The position accounts for 0.03% of the portfolio, ranked #311.

James Investment Research first reported a position in IBTJ in Q4 2023 and has held it in 11 quarters since. The position peaked at $303K in Q3 2024. 213 funds tracked by Wall St. Rank hold IBTJ as of Q2 2026.

James Investment Research held 13,696 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $297K as of Q2 2026.
James Investment Research left its iShares iBonds Dec 2029 Term Treasury ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2029 Term Treasury ETF made up 0.03% of James Investment Research's portfolio in Q2 2026, its #311 holding.
James Investment Research first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q4 2023 and has held it in 11 quarters since.
James Investment Research's iShares iBonds Dec 2029 Term Treasury ETF position peaked at $303K in Q3 2024.
213 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q2 2026.

Based on James Investment Research's 13F filing for Q2 2026, filed 24 Jul 2026.