Steward Partners Investment Advisory’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

Steward Partners Investment Advisory’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	$80.6K	Sell	3,725 -1,505	-29%	-$32.7K	﹤0.01%	2704
2026 Q1	$114K	Buy	5,230 +8	+0.2%	+$175	﹤0.01%	2306
2025 Q4	$115K	Sell	5,222 -3,211	-38%	-$70.6K	﹤0.01%	2224
2025 Q3	$185K	Sell	8,433 -1,085	-11%	-$23.7K	﹤0.01%	1907
2025 Q2	$209K	Buy	9,518 +517	+6%	+$11.2K	﹤0.01%	1748
2025 Q1	$196K	Sell	9,001 -4,535	-34%	-$97.4K	﹤0.01%	1657
2024 Q4	$289K	Buy	13,536 +7,242	+115%	+$156K	﹤0.01%	1433
2024 Q3	$139K	Buy	6,294 +4,514	+254%	+$98.6K	﹤0.01%	1711
2024 Q2	$38K	Hold	1,780	–	–	﹤0.01%	2232
2024 Q1	$38.3K	Hold	1,780	–	–	﹤0.01%	2235
2023 Q4	$38.8K	Hold	1,780	–	–	﹤0.01%	2101
2023 Q3	$37.4K	Buy	1,780 +941	+112%	+$20.1K	﹤0.01%	2041
2023 Q2	$18.1K	Buy	+839	New	+$18.5K	﹤0.01%	2338

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

Steward Partners Investment Advisory's IBTJ Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) stake by 29% in Q2 2026, selling an estimated $32.7K and leaving 3,725 shares worth $80.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2704.

Steward Partners Investment Advisory first reported a position in IBTJ in Q2 2023 and has held it in 13 quarters since. The position peaked at $289K in Q4 2024. 213 funds tracked by Wall St. Rank hold IBTJ as of Q2 2026.

Steward Partners Investment Advisory held 3,725 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $80.6K as of Q2 2026.
Steward Partners Investment Advisory sold 1,505 iShares iBonds Dec 2029 Term Treasury ETF shares in Q2 2026, an estimated $32.7K.
iShares iBonds Dec 2029 Term Treasury ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2704 holding.
Steward Partners Investment Advisory first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q2 2023 and has held it in 13 quarters since.
Steward Partners Investment Advisory's iShares iBonds Dec 2029 Term Treasury ETF position peaked at $289K in Q4 2024.
213 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.