Royal Bank of Canada’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

Royal Bank of Canada’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	$4.08M	Sell	186,641 -15,699	-8%	-$344K	﹤0.01%	2568
2025 Q4	$4.44M	Sell	202,340 -37,732	-16%	-$829K	﹤0.01%	2517
2025 Q3	$5.27M	Buy	240,072 +27,437	+13%	+$600K	﹤0.01%	2631
2025 Q2	$4.66M	Sell	212,635 -26,043	-11%	-$566K	﹤0.01%	2625
2025 Q1	$5.2M	Buy	238,678 +49,241	+26%	+$1.06M	﹤0.01%	2231
2024 Q4	$4.04M	Buy	189,437 +69,304	+58%	+$1.49M	﹤0.01%	2487
2024 Q3	$2.65M	Buy	120,133 +7,304	+6%	+$160K	﹤0.01%	2782
2024 Q2	$2.41M	Sell	112,829 -30,179	-21%	-$640K	﹤0.01%	2767
2024 Q1	$3.08M	Buy	143,008 +63,223	+79%	+$1.36M	﹤0.01%	2580
2023 Q4	$1.74M	Buy	79,785 +13,139	+20%	+$278K	﹤0.01%	3185
2023 Q3	$1.4M	Sell	66,646 -5,986	-8%	-$128K	﹤0.01%	3157
2023 Q2	$1.57M	Buy	72,632 +7,598	+12%	+$167K	﹤0.01%	3021
2023 Q1	$1.44M	Buy	+65,034	New	+$1.42M	﹤0.01%	3055

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 $1.16B AUM 36.18% 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 $1.09B AUM 11.74% 1-Year Est. Return

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

Royal Bank of Canada's IBTJ Position: Q1 2026 in Review

Royal Bank of Canada reduced its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) stake by 7.8% in Q1 2026, selling an estimated $344K and leaving 186,641 shares worth $4.08M. The position accounts for ﹤0.01% of the portfolio, ranked #2568.

Royal Bank of Canada first reported a position in IBTJ in Q1 2023 and has held it in 13 quarters since. The position peaked at $5.27M in Q3 2025. 216 funds tracked by Wall St. Rank hold IBTJ as of Q1 2026.

Royal Bank of Canada held 186,641 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $4.08M as of Q1 2026.
Royal Bank of Canada sold 15,699 iShares iBonds Dec 2029 Term Treasury ETF shares in Q1 2026, an estimated $344K.
iShares iBonds Dec 2029 Term Treasury ETF made up ﹤0.01% of Royal Bank of Canada's portfolio in Q1 2026, its #2568 holding.
Royal Bank of Canada first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q1 2023 and has held it in 13 quarters since.
Royal Bank of Canada's iShares iBonds Dec 2029 Term Treasury ETF position peaked at $5.27M in Q3 2025.
216 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q1 2026.

Based on Royal Bank of Canada's 13F filing for Q1 2026, filed 15 May 2026.