Prime Capital Investment Advisors’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

Prime Capital Investment 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 Q1	$369K	Buy	16,879 +601	+4%	+$13.2K	﹤0.01%	767
2025 Q4	$357K	Buy	+16,278	New	+$358K	﹤0.01%	752

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 $1.05B AUM 19.14% 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 $1.05B AUM 12.32% 1-Year Est. Return

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

Prime Capital Investment Advisors's IBTJ Position: Q1 2026 in Review

Prime Capital Investment Advisors increased its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) stake by 3.7% in Q1 2026, buying an estimated $13.2K and bringing the position to 16,879 shares worth $369K. The position accounts for ﹤0.01% of the portfolio, ranked #767.

Prime Capital Investment Advisors first reported a position in IBTJ in Q4 2025 and has held it in 2 quarters since. 216 funds tracked by Wall St. Rank hold IBTJ as of Q1 2026.

Prime Capital Investment Advisors held 16,879 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $369K as of Q1 2026.
Prime Capital Investment Advisors bought 601 iShares iBonds Dec 2029 Term Treasury ETF shares in Q1 2026, an estimated $13.2K.
iShares iBonds Dec 2029 Term Treasury ETF made up ﹤0.01% of Prime Capital Investment Advisors's portfolio in Q1 2026, its #767 holding.
Prime Capital Investment Advisors first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q4 2025 and has held it in 2 quarters since.
216 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q1 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.