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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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.05B AUM 19.14% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.96B 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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AAIM
Asset Advisors Investment Management Augusta, Georgia $1.05B AUM 12.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return