L2 Asset Management’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

L2 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	$700K	Buy	32,325 +1,021	+3%	+$22.2K	0.07%	211
2026 Q1	$684K	Buy	31,304 +4,802	+18%	+$105K	0.07%	192
2025 Q4	$582K	Buy	26,502 +2,906	+12%	+$63.9K	0.08%	199
2025 Q3	$518K	Buy	+23,596	New	+$516K	0.08%	211

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

L2 Asset Management's IBTJ Position: Q2 2026 in Review

L2 Asset Management increased its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) stake by 3.3% in Q2 2026, buying an estimated $22.2K and bringing the position to 32,325 shares worth $700K. The position accounts for 0.07% of the portfolio, ranked #211.

L2 Asset Management first reported a position in IBTJ in Q3 2025 and has held it in 4 quarters since. 213 funds tracked by Wall St. Rank hold IBTJ as of Q2 2026.

L2 Asset Management held 32,325 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $700K as of Q2 2026.
L2 Asset Management bought 1,021 iShares iBonds Dec 2029 Term Treasury ETF shares in Q2 2026, an estimated $22.2K.
iShares iBonds Dec 2029 Term Treasury ETF made up 0.07% of L2 Asset Management's portfolio in Q2 2026, its #211 holding.
L2 Asset Management first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q3 2025 and has held it in 4 quarters since.
213 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q2 2026.

Based on L2 Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.