National Bank of Canada’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

National Bank of Canada’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	$527K	Buy	24,134 +3,318	+16%	+$72.8K	﹤0.01%	1373
2025 Q4	$457K	Buy	20,816 +17,096	+460%	+$376K	﹤0.01%	1376
2025 Q3	$81.7K	Buy	3,720 +3,057	+461%	+$66.9K	﹤0.01%	1812
2025 Q2	$14.5K	Buy	+663	New	+$14.4K	﹤0.01%	2260

Other funds holding IBTJ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 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 $324B AUM 22.36% 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 $374B AUM 17.66% 1-Year Est. Return

National Bank of Canada's IBTJ Position: Q1 2026 in Review

National Bank of Canada increased its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) stake by 16% in Q1 2026, buying an estimated $72.8K and bringing the position to 24,134 shares worth $527K. The position accounts for ﹤0.01% of the portfolio, ranked #1373.

National Bank of Canada first reported a position in IBTJ in Q2 2025 and has held it in 4 quarters since. 216 funds tracked by Wall St. Rank hold IBTJ as of Q1 2026.

National Bank of Canada held 24,134 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $527K as of Q1 2026.
National Bank of Canada bought 3,318 iShares iBonds Dec 2029 Term Treasury ETF shares in Q1 2026, an estimated $72.8K.
iShares iBonds Dec 2029 Term Treasury ETF made up ﹤0.01% of National Bank of Canada's portfolio in Q1 2026, its #1373 holding.
National Bank of Canada first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q2 2025 and has held it in 4 quarters since.
216 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q1 2026.

Based on National Bank of Canada's 13F filing for Q1 2026, filed 15 May 2026.