Wells Fargo
IBTJ icon

Wells Fargo’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

Wells Fargo’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 		$38.2M Sell
1,766,489
-524,038
-23% -$11.4M 0.01% 1209
2026
Q1 		$50M Buy
2,290,527
+275,129
+14% +$6.03M 0.01% 964
2025
Q4 		$44.2M Buy
2,015,398
+525,076
+35% +$11.5M 0.01% 1008
2025
Q3 		$32.7M Sell
1,490,322
-14,041
-0.9% -$307K 0.01% 1160
2025
Q2 		$33M Buy
1,504,363
+64,872
+5% +$1.41M 0.01% 1081
2025
Q1 		$31.3M Buy
1,439,491
+399,177
+38% +$8.58M 0.01% 1044
2024
Q4 		$22.2M Sell
1,040,314
-10,710
-1% -$231K 0.01% 1282
2024
Q3 		$23.2M Buy
1,051,024
+444,149
+73% +$9.7M 0.01% 1209
2024
Q2 		$13M Buy
606,875
+32,333
+6% +$686K ﹤0.01% 1540
2024
Q1 		$12.4M Buy
574,542
+75,243
+15% +$1.62M ﹤0.01% 1579
2023
Q4 		$10.9M Buy
499,299
+88,178
+21% +$1.87M ﹤0.01% 1640
2023
Q3 		$8.63M Buy
411,121
+70,940
+21% +$1.51M ﹤0.01% 1669
2023
Q2 		$7.36M Buy
340,181
+26,714
+9% +$588K ﹤0.01% 1844
2023
Q1 		$6.95M Buy
313,467
+83,294
+36% +$1.82M ﹤0.01% 1860
2022
Q4 		$4.97M Buy
230,173
+230,049
+185,523% +$4.97M ﹤0.01% 2088
2022
Q3 		$3K Hold
124
– – ﹤0.01% 6056
2022
Q2 		$3K Hold
124
– – ﹤0.01% 6183
2022
Q1 		$3K Hold
124
– – ﹤0.01% 6579
2021
Q4 		$3K Buy
+124
New +$3.11K ﹤0.01% 6806
2021
Q1 		– Sell
-23
Closed -$1K – 7087
2020
Q4 		$1K Sell
23
-7
-23% -$184 ﹤0.01% 6347
2020
Q3 		$1K Sell
30
-14
-32% -$374 ﹤0.01% 6208
2020
Q2 		$1K Buy
+44
New +$1.17K ﹤0.01% 6172

Other funds holding IBTJ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Wells Fargo's IBTJ Position: Q2 2026 in Review

Wells Fargo reduced its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) stake by 23% in Q2 2026, selling an estimated $11.4M and leaving 1,766,489 shares worth $38.2M. The position accounts for 0.01% of the portfolio, ranked #1209.

Wells Fargo first reported a position in IBTJ in Q2 2020 and has held it in 22 quarters since. The position peaked at $50M in Q1 2026. 213 funds tracked by Wall St. Rank hold IBTJ as of Q2 2026.

  • Wells Fargo held 1,766,489 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $38.2M as of Q2 2026.
  • Wells Fargo sold 524,038 iShares iBonds Dec 2029 Term Treasury ETF shares in Q2 2026, an estimated $11.4M.
  • iShares iBonds Dec 2029 Term Treasury ETF made up 0.01% of Wells Fargo's portfolio in Q2 2026, its #1209 holding.
  • Wells Fargo first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q2 2020 and has held it in 22 quarters since.
  • Wells Fargo's iShares iBonds Dec 2029 Term Treasury ETF position peaked at $50M in Q1 2026.
  • 213 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q2 2026.

Based on Wells Fargo's 13F filing for Q2 2026, filed 14 Aug 2026.