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Ishares Tr ibonds dec shares owned by Captrust Financial Advisors

Quarter-by-quarter ownership of Ishares Tr ibonds dec (IBMM) shares owned by Captrust Financial Advisors from 13F filings

Historical chart of Captrust Financial Advisors investment in Ishares Tr ibonds dec

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr ibonds dec held by Captrust Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr ibonds dec by Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.0M 76k 25.95
2023-12-31 $2.1M 81k 25.93
2023-09-30 $2.2M 85k 25.69
2023-06-30 $2.2M 85k 25.76
2023-03-31 $4.6M 177k 25.87
2022-12-31 $2.4M 94k 25.75
2022-09-30 $2.8M 108k 25.51
2022-06-30 $1.7M 67k 26.00
2022-03-31 $153k 5.9k 25.92
2021-12-31 $176k 6.6k 26.76
2021-09-30 $170k 6.3k 26.98
2021-06-30 $165k 6.1k 27.00
2021-03-31 $178k 6.6k 27.05
2020-12-31 $181k 6.7k 27.12
2020-09-30 $152k 5.6k 27.07
2020-06-30 $129k 4.8k 27.00
2020-03-31 $73k 2.8k 26.15