Asset Advisors Investment Management Increases Stake in iShares iBonds Dec 2029 Treasury ETF
Asset Advisors Investment Management increased its stake in the iShares iBonds Dec 2029 Treasury ETF (IBTJ) by purchasing 193,119 shares, raising the total holding to 1,238,117 shares valued at $27.04 million as of March 31, 2026. The trade increased the fund's IBTJ position to 2.58% of its AUM, placing it outside the top five holdings. The move reflects a 0.4% change in reportable AUM.
Topics: Asset Allocation ETF Investment Management SEC Filing