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

Snowden Capital 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	$943K	Buy	43,558 +536	+1%	+$11.6K	0.02%	599
2026 Q1	$940K	Buy	43,022 +19	+0%	+$417	0.03%	551
2025 Q4	$944K	Buy	43,003 +708	+2%	+$15.6K	0.02%	550
2025 Q3	$929K	Buy	42,295 +3,195	+8%	+$69.9K	0.03%	552
2025 Q2	$857K	Hold	39,100	–	–	0.03%	574
2025 Q1	$851K	Hold	39,100	–	–	0.03%	565
2024 Q4	$834K	Buy	39,100 +6,573	+20%	+$142K	0.03%	570
2024 Q3	$719K	Buy	32,527 +4,576	+16%	+$100K	0.02%	622
2024 Q2	$597K	Hold	27,951	–	–	0.02%	668
2024 Q1	$601K	Hold	27,951	–	–	0.02%	678
2023 Q4	$609K	Buy	27,951 +4,795	+21%	+$101K	0.02%	615
2023 Q3	$486K	Buy	+23,156	New	+$494K	0.02%	671

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

Snowden Capital Advisors's IBTJ Position: Q2 2026 in Review

Snowden Capital Advisors increased its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) stake by 1.2% in Q2 2026, buying an estimated $11.6K and bringing the position to 43,558 shares worth $943K. The position accounts for 0.02% of the portfolio, ranked #599.

Snowden Capital Advisors first reported a position in IBTJ in Q3 2023 and has held it in 12 quarters since. The position peaked at $944K in Q4 2025. 215 funds tracked by Wall St. Rank hold IBTJ as of Q2 2026.

Snowden Capital Advisors held 43,558 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $943K as of Q2 2026.
Snowden Capital Advisors bought 536 iShares iBonds Dec 2029 Term Treasury ETF shares in Q2 2026, an estimated $11.6K.
iShares iBonds Dec 2029 Term Treasury ETF made up 0.02% of Snowden Capital Advisors's portfolio in Q2 2026, its #599 holding.
Snowden Capital Advisors first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q3 2023 and has held it in 12 quarters since.
Snowden Capital Advisors's iShares iBonds Dec 2029 Term Treasury ETF position peaked at $944K in Q4 2025.
215 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q2 2026.

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