MML Investors Services’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

MML Investors Services’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	$535K	Buy	24,730 +6,022	+32%	+$131K	﹤0.01%	2422
2026 Q1	$409K	Sell	18,708 -1,172	-6%	-$25.7K	﹤0.01%	2353
2025 Q4	$436K	Buy	19,880 +1,517	+8%	+$33.3K	﹤0.01%	2355
2025 Q3	$403K	Sell	18,363 -52	-0.3%	-$1.14K	﹤0.01%	2307
2025 Q2	$404K	Buy	18,415 +4,851	+36%	+$105K	﹤0.01%	2227
2025 Q1	$295K	Sell	13,564 -458	-3%	-$9.84K	﹤0.01%	2322
2024 Q4	$299K	Buy	14,022 +3,518	+33%	+$75.8K	﹤0.01%	2262
2024 Q3	$232K	Buy	+10,504	New	+$230K	﹤0.01%	2339

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

MML Investors Services's IBTJ Position: Q2 2026 in Review

MML Investors Services increased its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) stake by 32% in Q2 2026, buying an estimated $131K and bringing the position to 24,730 shares worth $535K. The position accounts for ﹤0.01% of the portfolio, ranked #2422.

MML Investors Services first reported a position in IBTJ in Q3 2024 and has held it in 8 quarters since. 213 funds tracked by Wall St. Rank hold IBTJ as of Q2 2026.

MML Investors Services held 24,730 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $535K as of Q2 2026.
MML Investors Services bought 6,022 iShares iBonds Dec 2029 Term Treasury ETF shares in Q2 2026, an estimated $131K.
iShares iBonds Dec 2029 Term Treasury ETF made up ﹤0.01% of MML Investors Services's portfolio in Q2 2026, its #2422 holding.
MML Investors Services first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q3 2024 and has held it in 8 quarters since.
213 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.