Stifel Financial’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $21.6M | Buy |
987,258
+32,701
| +3% | +$717K | 0.02% | 609 |
|
|
2025
Q4 | $20.9M | Buy |
954,557
+51,466
| +6% | +$1.13M | 0.02% | 620 |
|
|
2025
Q3 | $19.8M | Buy |
903,091
+81,414
| +10% | +$1.78M | 0.02% | 628 |
|
|
2025
Q2 | $18M | Buy |
821,677
+18,672
| +2% | +$406K | 0.02% | 638 |
|
|
2025
Q1 | $17.5M | Buy |
803,005
+675,460
| +530% | +$14.5M | 0.02% | 615 |
|
|
2024
Q4 | $2.72M | Buy |
127,545
+5,223
| +4% | +$113K | ﹤0.01% | 1576 |
|
|
2024
Q3 | $2.7M | Buy |
122,322
+6,570
| +6% | +$144K | ﹤0.01% | 1582 |
|
|
2024
Q2 | $2.47M | Buy |
115,752
+10,728
| +10% | +$228K | ﹤0.01% | 1578 |
|
|
2024
Q1 | $2.26M | Buy |
105,024
+301
| +0.3% | +$6.49K | ﹤0.01% | 1631 |
|
|
2023
Q4 | $2.28M | Buy |
104,723
+11,260
| +12% | +$238K | ﹤0.01% | 1576 |
|
|
2023
Q3 | $1.96M | Buy |
93,463
+11,838
| +15% | +$252K | ﹤0.01% | 1610 |
|
|
2023
Q2 | $1.77M | Buy |
81,625
+444
| +0.5% | +$9.78K | ﹤0.01% | 1717 |
|
|
2023
Q1 | $1.8M | Buy |
81,181
+3,128
| +4% | +$68.5K | ﹤0.01% | 1636 |
|
|
2022
Q4 | $1.69M | Sell |
78,053
-171,673
| -69% | -$3.71M | ﹤0.01% | 1652 |
|
|
2022
Q3 | $5.38M | Buy |
249,726
+167,103
| +202% | +$3.77M | 0.01% | 917 |
|
|
2022
Q2 | $1.88M | Buy |
82,623
+1,386
| +2% | +$31.6K | ﹤0.01% | 1540 |
|
|
2022
Q1 | $1.92M | Buy |
81,237
+1,603
| +2% | +$39K | ﹤0.01% | 1642 |
|
|
2021
Q4 | $2M | Buy |
79,634
+1,131
| +1% | +$28.4K | ﹤0.01% | 1615 |
|
|
2021
Q3 | $1.98M | Sell |
78,503
-1,306
| -2% | -$33.3K | ﹤0.01% | 1587 |
|
|
2021
Q2 | $2.01M | Sell |
79,809
-101,187
| -56% | -$2.54M | ﹤0.01% | 1608 |
|
|
2021
Q1 | $4.48M | Sell |
180,996
-69,263
| -28% | -$1.77M | 0.01% | 1024 |
|
|
2020
Q4 | $6.56M | Buy |
250,259
+16,819
| +7% | +$442K | 0.01% | 759 |
|
|
2020
Q3 | $6.22M | Buy |
233,440
+39,788
| +21% | +$1.06M | 0.01% | 694 |
|
|
2020
Q2 | $5.16M | Buy |
193,652
+536
| +0.3% | +$14.2K | 0.01% | 714 |
|
|
2020
Q1 | $4.99M | Buy |
+193,116
| New | +$5.02M | 0.01% | 666 |
|
Other funds holding IBTJ
TPWA
BCM
FAC
AAIM
