LPL Financial’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

LPL Financial’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	$13.9M	Buy	640,840 +24,181	+4%	+$525K	﹤0.01%	1851
2026 Q1	$13.5M	Buy	616,659 +86,442	+16%	+$1.9M	﹤0.01%	1757
2025 Q4	$11.6M	Buy	530,217 +184,299	+53%	+$4.05M	﹤0.01%	1795
2025 Q3	$7.59M	Buy	345,918 +8,638	+3%	+$189K	﹤0.01%	2128
2025 Q2	$7.39M	Buy	337,280 +39,524	+13%	+$860K	﹤0.01%	1983
2025 Q1	$6.48M	Buy	297,756 +173,854	+140%	+$3.73M	﹤0.01%	1933
2024 Q4	$2.64M	Buy	123,902 +16,598	+15%	+$358K	﹤0.01%	2614
2024 Q3	$2.37M	Buy	107,304 +10,167	+10%	+$222K	﹤0.01%	2567
2024 Q2	$2.08M	Buy	97,137 +18,113	+23%	+$384K	﹤0.01%	2563
2024 Q1	$1.7M	Sell	79,024 -18,815	-19%	-$406K	﹤0.01%	2678
2023 Q4	$2.13M	Buy	97,839 +52,308	+115%	+$1.11M	﹤0.01%	2362
2023 Q3	$956K	Buy	45,531 +9,625	+27%	+$205K	﹤0.01%	2941
2023 Q2	$777K	Buy	35,906 +13,701	+62%	+$302K	﹤0.01%	3066
2023 Q1	$492K	Buy	22,205 +2,856	+15%	+$62.6K	﹤0.01%	3345
2022 Q4	$418K	Buy	19,349 +3,541	+22%	+$76.5K	﹤0.01%	3413
2022 Q3	$341K	Buy	+15,808	New	+$357K	﹤0.01%	3474

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

LPL Financial's IBTJ Position: Q2 2026 in Review

LPL Financial increased its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) stake by 3.9% in Q2 2026, buying an estimated $525K and bringing the position to 640,840 shares worth $13.9M. The position accounts for ﹤0.01% of the portfolio, ranked #1851.

LPL Financial first reported a position in IBTJ in Q3 2022 and has held it in 16 quarters since. 213 funds tracked by Wall St. Rank hold IBTJ as of Q2 2026.

LPL Financial held 640,840 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $13.9M as of Q2 2026.
LPL Financial bought 24,181 iShares iBonds Dec 2029 Term Treasury ETF shares in Q2 2026, an estimated $525K.
iShares iBonds Dec 2029 Term Treasury ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #1851 holding.
LPL Financial first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q3 2022 and has held it in 16 quarters since.
213 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.