Shufro Rose & Co’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

Shufro Rose & Co’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	–	Sell	-25,044	Closed	-$547K	–	327
2026 Q1	$547K	Buy	25,044 +448	+2%	+$9.82K	0.04%	174
2025 Q4	$540K	Buy	24,596 +4,217	+21%	+$92.7K	0.04%	176
2025 Q3	$444K	Sell	20,379 -532	-3%	-$11.6K	0.04%	195
2025 Q2	$455K	Sell	20,911 -72	-0.3%	-$1.57K	0.04%	188
2025 Q1	$457K	Buy	+20,983	New	+$451K	0.04%	191

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 22.96% 1-Year Est. Return

Shufro Rose & Co's IBTJ Position: Q2 2026 in Review

Shufro Rose & Co sold out of iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) in Q2 2026, closing a stake of 25,044 shares — an estimated $547K sold.

Shufro Rose & Co first reported a position in IBTJ in Q1 2025 and held it in 5 quarters. The position peaked at $547K in Q1 2026. 213 funds tracked by Wall St. Rank hold IBTJ as of Q2 2026.

Shufro Rose & Co reported no remaining iShares iBonds Dec 2029 Term Treasury ETF position as of Q2 2026 after selling out during the quarter.
Shufro Rose & Co sold 25,044 iShares iBonds Dec 2029 Term Treasury ETF shares in Q2 2026, an estimated $547K.
Shufro Rose & Co first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q1 2025 and held it in 5 quarters.
Shufro Rose & Co's iShares iBonds Dec 2029 Term Treasury ETF position peaked at $547K in Q1 2026.
213 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q2 2026.

Based on Shufro Rose & Co's 13F filing for Q2 2026, filed 12 Aug 2026.