NA
IBTJ icon

NewEdge Advisors’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

NewEdge Advisors’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 		$10.8M Buy
499,976
+45,939
+10% +$997K 0.03% 484
2026
Q1 		$9.92M Buy
454,037
+27,825
+7% +$610K 0.04% 464
2025
Q4 		$9.35M Buy
426,212
+39,912
+10% +$877K 0.03% 451
2025
Q3 		$8.48M Buy
386,300
+338,814
+714% +$7.41M 0.04% 445
2025
Q2 		$1.04M Sell
47,486
-117,697
-71% -$2.56M 0.01% 1262
2025
Q1 		$3.6M Buy
165,183
+33,703
+26% +$724K 0.02% 625
2024
Q4 		$2.8M Buy
131,480
+90,187
+218% +$1.94M 0.02% 689
2024
Q3 		$913K Buy
41,293
+329
+0.8% +$7.19K 0.01% 1151
2024
Q2 		$875K Sell
40,964
-8,476
-17% -$180K 0.01% 1135
2024
Q1 		$1.06M Sell
49,440
-1,291
-3% -$27.8K 0.01% 973
2023
Q4 		$1.1M Buy
50,731
+298
+0.6% +$6.3K 0.01% 884
2023
Q3 		$1.06M Sell
50,433
-5,032
-9% -$107K 0.01% 846
2023
Q2 		$1.2M Buy
55,465
+1,066
+2% +$23.5K 0.01% 778
2023
Q1 		$1.21M Sell
54,399
-2,537
-4% -$55.6K 0.02% 717
2022
Q4 		$1.23K Buy
+56,936
New +$1.23M ﹤0.01% 2973

Other funds holding IBTJ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 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
AAIM
Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

NewEdge Advisors's IBTJ Position: Q2 2026 in Review

NewEdge Advisors increased its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) stake by 10% in Q2 2026, buying an estimated $997K and bringing the position to 499,976 shares worth $10.8M. The position accounts for 0.03% of the portfolio, ranked #484.

NewEdge Advisors first reported a position in IBTJ in Q4 2022 and has held it in 15 quarters since. 183 funds tracked by Wall St. Rank hold IBTJ as of Q2 2026.

  • NewEdge Advisors held 499,976 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $10.8M as of Q2 2026.
  • NewEdge Advisors bought 45,939 iShares iBonds Dec 2029 Term Treasury ETF shares in Q2 2026, an estimated $997K.
  • iShares iBonds Dec 2029 Term Treasury ETF made up 0.03% of NewEdge Advisors's portfolio in Q2 2026, its #484 holding.
  • NewEdge Advisors first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q4 2022 and has held it in 15 quarters since.
  • 183 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.