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
2025 Q3	$301K	Hold
2025 Q2	$300K	Hold
2025 Q1	$298K	Hold
2024 Q4	$292K	Hold
2024 Q3	$303K	Hold
2024 Q2	$293K	Hold
2024 Q1	$294K	Buy
2023 Q4	$249K	Buy