Sanctuary Advisors’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

Sanctuary 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 Q2	$2.68M	Buy	123,865 +27,247	+28%	+$591K	0.01%	888
2026 Q1	$2.11M	Buy	96,618 +3,855	+4%	+$84.5K	0.01%	933
2025 Q4	$2.04M	Buy	92,763 +9,905	+12%	+$218K	0.01%	925
2025 Q3	$1.82M	Buy	82,858 +33,512	+68%	+$733K	0.01%	954
2025 Q2	$1.08M	Buy	49,346 +5,909	+14%	+$129K	0.01%	1175
2025 Q1	$946K	Buy	+43,437	New	+$933K	0.01%	1158

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 22.9% 1-Year Est. Return

Sanctuary Advisors's IBTJ Position: Q2 2026 in Review

Sanctuary Advisors increased its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) stake by 28% in Q2 2026, buying an estimated $591K and bringing the position to 123,865 shares worth $2.68M. The position accounts for 0.01% of the portfolio, ranked #888.

Sanctuary Advisors first reported a position in IBTJ in Q1 2025 and has held it in 6 quarters since. 215 funds tracked by Wall St. Rank hold IBTJ as of Q2 2026.

Sanctuary Advisors held 123,865 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $2.68M as of Q2 2026.
Sanctuary Advisors bought 27,247 iShares iBonds Dec 2029 Term Treasury ETF shares in Q2 2026, an estimated $591K.
iShares iBonds Dec 2029 Term Treasury ETF made up 0.01% of Sanctuary Advisors's portfolio in Q2 2026, its #888 holding.
Sanctuary Advisors first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q1 2025 and has held it in 6 quarters since.
215 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.