Question 1

How many shares of IBTJ does D.A. DAVIDSON & CO. own?

Accepted Answer

As of 2026-Q2, D.A. DAVIDSON & CO. holds 382,798 shares of IBTJ (ISHARES TR).

Question 2

What is D.A. DAVIDSON & CO.'s IBTJ position worth?

Accepted Answer

As of 2026-Q2, D.A. DAVIDSON & CO.'s IBTJ position is worth $8.3M.

Question 3

Is D.A. DAVIDSON & CO. buying or selling IBTJ?

Accepted Answer

In 2026-Q2, D.A. DAVIDSON & CO. increased their IBTJ position (+6.5% change in shares).

Question 4

When did D.A. DAVIDSON & CO. first buy IBTJ?

Accepted Answer

Based on available 13F filings, D.A. DAVIDSON & CO. first reported a position in IBTJ in 2022-Q4. They have held the position across 15 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	382,798	+6.5%	$8.3M	0.0%	$21.51	29
2026-Q1	Increased	359,420	+6.1%	$7.9M	0.0%	$21.50	29
2025-Q4	Increased	338,805	+6.8%	$7.4M	0.0%	$21.47	29
2025-Q3	Increased	317,113	+5.9%	$7M	0.0%	$21.22	29
2025-Q2	Increased	299,485	+1.3%	$6.6M	0.0%	$20.98	28
2025-Q1	Increased	295,566	+7.5%	$6.4M	0.1%	$20.63	29
2024-Q4	Increased	274,852	+8.8%	$5.9M	0.0%	$20.09	30
2024-Q3	Increased	252,645	+12.0%	$5.6M	0.0%	$20.55	30
2024-Q2	Increased	225,486	+16.7%	$4.8M	0.0%	$19.68	31
2024-Q1	Increased	193,238	+50.5%	$4.2M	0.0%	$19.60	37
2023-Q4	Increased	128,419	+40.1%	$2.8M	0.0%	$19.73	35
2023-Q3	Increased	91,669	+9.2%	$1.9M	0.0%	$18.79	28
2023-Q2	Decreased	83,952	-1.0%	$1.8M	0.0%	$19.18	0
2023-Q1	Increased	84,776	+0.6%	$1.9M	0.0%	$19.49	26
2022-Q4	New	84,252	-	$1.8M	0.0%	$18.88	36

IBTJ15 quarters

IBTJ
15 quarters