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Retirement Group’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

Retirement Group’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
2021
Q2 		– Sell
-47
Closed -$1K – 707
2021
Q1 		$1K Buy
+47
New +$1.2K ﹤0.01% 681

Other funds holding IBTJ

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Retirement Group's IBTJ Position: Q2 2021 in Review

Retirement Group sold out of iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) in Q2 2021, closing a stake of 47 shares — an estimated $1K sold.

Retirement Group first reported a position in IBTJ in Q1 2021 and held it in 1 quarter. The position peaked at $1K in Q1 2021. 9 funds tracked by Wall St. Rank hold IBTJ as of Q2 2021.

  • Retirement Group reported no remaining iShares iBonds Dec 2029 Term Treasury ETF position as of Q2 2021 after selling out during the quarter.
  • Retirement Group sold 47 iShares iBonds Dec 2029 Term Treasury ETF shares in Q2 2021, an estimated $1K.
  • Retirement Group first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q1 2021 and held it in 1 quarter.
  • Retirement Group's iShares iBonds Dec 2029 Term Treasury ETF position peaked at $1K in Q1 2021.
  • 9 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q2 2021.

Based on Retirement Group's 13F filing for Q2 2021, filed 17 Aug 2021.