iShares Ibonds DEC 2029 Term ETF (IBTJ): which funds own it

ETFData as of Jun 30, 2026 (Q2 2026) · updated on Nov 5, 2026

A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.

Follow IBTJ for free

Sections with a free account

No concentrated manager holds it.

Concentrated managers

—

All 13F: 217

Consensus

—

No score: it needs 5 or more concentrated managers

Price at Jun 30, 2026 (per 13F)

$21.65

-0.9% in the quarter · reported value ÷ shares, not the quote · See current quote ↗

Quarter flow (concentrated managers)

sold out 0 · trimmed 0added 0 · new 0

Concentrated managers holding it

None in the latest quarter.

Largest holders of IBTJ (all 13F filers)

Morgan Stanley3.4 MBank or trading desk+65 K
Bank of America2.8 MBank or trading desk+306 K
Mercer Global Advisors2.6 MWealth adviser+244 K
Wells Fargo1.8 MBank or trading desk−524 K
Brookstone Capital Management1.7 MType not verified−47 K
TRUE Private Wealth Advisors1.7 MWealth adviser−152 K
Financial Advisory1.6 MType not verified+27 K
Raymond James Financial1.4 MWealth adviser−137 K
Asset Advisors Investment Management1.3 MType not verified+103 K
Envestnet Asset Management1.3 MWealth adviser+73 K

Filer	Type
Morgan Stanley	Bank or trading desk	3.4 M	+65 K	$74.7M
Bank of America	Bank or trading desk	2.8 M	+306 K	$59.8M
Mercer Global Advisors	Wealth adviser	2.6 M	+244 K	$55.9M
Wells Fargo	Bank or trading desk	1.8 M	−524 K	$38.2M
Brookstone Capital Management	Type not verified	1.7 M	−47 K	$36.8M
TRUE Private Wealth Advisors	Wealth adviser	1.7 M	−152 K	$36.2M
Financial Advisory	Type not verified	1.6 M	+27 K	$34.6M
Raymond James Financial	Wealth adviser	1.4 M	−137 K	$31.1M
Asset Advisors Investment Management	Type not verified	1.3 M	+103 K	$29.0M
Envestnet Asset Management	Wealth adviser	1.3 M	+73 K	$28.0M

Morgan Stanley
Shares
3.4 M
Change
+65 K
See more
Type
Bank or trading desk
Value
$74.7M
Bank of America
Shares
2.8 M
Change
+306 K
See more
Type
Bank or trading desk
Value
$59.8M
Mercer Global Advisors
Shares
2.6 M
Change
+244 K
See more
Type
Wealth adviser
Value
$55.9M
Wells Fargo
Shares
1.8 M
Change
−524 K
See more
Type
Bank or trading desk
Value
$38.2M
Brookstone Capital Management
Shares
1.7 M
Change
−47 K
See more
Type
Type not verified
Value
$36.8M
TRUE Private Wealth Advisors
Shares
1.7 M
Change
−152 K
See more
Type
Wealth adviser
Value
$36.2M
Financial Advisory
Shares
1.6 M
Change
+27 K
See more
Type
Type not verified
Value
$34.6M
Raymond James Financial
Shares
1.4 M
Change
−137 K
See more
Type
Wealth adviser
Value
$31.1M
Asset Advisors Investment Management
Shares
1.3 M
Change
+103 K
See more
Type
Type not verified
Value
$29.0M
Envestnet Asset Management
Shares
1.3 M
Change
+73 K
See more
Type
Wealth adviser
Value
$28.0M

The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.

This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗