JIR
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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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.05B AUM 19.14% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $8.75B AUM 16.46% 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 $324B AUM 22.36% 1-Year Est. Return
AAIM
Asset Advisors Investment Management Augusta, Georgia $1.05B AUM 12.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return