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 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 $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

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

Mercer Global Advisors

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

TRUE Private Wealth Advisors Salem, Oregon $1.05B AUM 19.14% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Asset Advisors Investment Management Augusta, Georgia $1.05B AUM 12.32% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return