Park Avenue Securities’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

Park Avenue Securities’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	$8.58M	Sell	396,112 -40,458	-9%	-$878K	0.05%	270
2026 Q1	$9.54M	Buy	436,570 +180,809	+71%	+$3.97M	0.07%	202
2025 Q4	$5.61M	Buy	255,761 +77,874	+44%	+$1.71M	0.05%	285
2025 Q3	$3.91M	Buy	177,887 +24,667	+16%	+$540K	0.03%	373
2025 Q2	$3.36M	Buy	153,220 +16,226	+12%	+$353K	0.03%	359
2025 Q1	$2.98M	Buy	136,994 +30,610	+29%	+$658K	0.04%	296
2024 Q4	$2.27M	Buy	106,384 +40,614	+62%	+$875K	0.02%	429
2024 Q3	$1.45M	Buy	65,770 +8,516	+15%	+$186K	0.02%	526
2024 Q2	$1.22M	Buy	57,254 +2,316	+4%	+$49.1K	0.02%	576
2024 Q1	$1.18M	Buy	54,938 +38,108	+226%	+$821K	0.02%	588
2023 Q4	$367K	Buy	16,830 +3,200	+23%	+$67.7K	0.01%	1036
2023 Q3	$286K	Buy	+13,630	New	+$291K	﹤0.01%	1069

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

Park Avenue Securities's IBTJ Position: Q2 2026 in Review

Park Avenue Securities reduced its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) stake by 9.3% in Q2 2026, selling an estimated $878K and leaving 396,112 shares worth $8.58M. The position accounts for 0.05% of the portfolio, ranked #270.

Park Avenue Securities first reported a position in IBTJ in Q3 2023 and has held it in 12 quarters since. The position peaked at $9.54M in Q1 2026. 213 funds tracked by Wall St. Rank hold IBTJ as of Q2 2026.

Park Avenue Securities held 396,112 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $8.58M as of Q2 2026.
Park Avenue Securities sold 40,458 iShares iBonds Dec 2029 Term Treasury ETF shares in Q2 2026, an estimated $878K.
iShares iBonds Dec 2029 Term Treasury ETF made up 0.05% of Park Avenue Securities's portfolio in Q2 2026, its #270 holding.
Park Avenue Securities first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q3 2023 and has held it in 12 quarters since.
Park Avenue Securities's iShares iBonds Dec 2029 Term Treasury ETF position peaked at $9.54M in Q1 2026.
213 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q2 2026.

Based on Park Avenue Securities's 13F filing for Q2 2026, filed 20 Jul 2026.