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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
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
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 $8.75B AUM 16.46% 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