Asset Advisors Investment Management Expands Stake in iShares iBonds Dec 2029 Treasury ETF
Source: Motley Fool
2026-04-17 16:16:37 ET
In a filing with the Securities and Exchange Commission on April 16, 2026, Asset Advisors Investment Management, LLC reported purchasing 193,119 additional shares of iShares iBonds Dec 2029 Term Treasury ETF (NASDAQ:IBTJ) during the first quarter. The estimated value of this trade is $4.24 million, based on the average closing price for IBTJ from January through March. This increased the fund’s total IBTJ holding to 1,238,117 shares at quarter-end.
The fund increased its IBTJ stake, which now represents 2.58% of reportable assets under management
Top five holdings after the filing:
iShares iBonds Dec 2029 Term Treasury ETF
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