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Ishares Ibonds Dec 2029 Term T shares owned by CWM

Quarter-by-quarter ownership of Ishares Ibonds Dec 2029 Term T (IBTJ) shares owned by CWM from 13F filings

Historical chart of CWM investment in Ishares Ibonds Dec 2029 Term T

Tip: Access up to 7 years of quarterly data

All positions including Ishares Ibonds Dec 2029 Term T held by CWM consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Ibonds Dec 2029 Term T by CWM

Quarter filed Position value Share count Share price at filing
2024-03-31 $59k 2.7k 21.66
2023-12-31 $49k 2.3k 21.66
2023-09-30 $48k 2.3k 21.21
2023-06-30 $49k 2.3k 21.65

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Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
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Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr S&p 500 Val Etf (IVE)
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Pimco Etf Tr Active Bd Etf (BOND)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Ser Tr Portfolio S&p400 (SPMD)

View all positions for CWM

Top funds holding Ishares Ibonds Dec 2029 Term T

Atwood & Palmer
Hengehold Capital Management
Wells Fargo & Company
Journey Advisory Group
Waycross Investment Management
Bank of America Corporation
UBS Group
Fagan Associates
Commonwealth Equity Services
D.A. Davidson & Co.
Probity Advisors
Raymond James Financial Services Advisors
Royal Bank of Canada
Shelton Wealth Management
1858 Wealth Management

View all funds holding Ishares Ibonds Dec 2029 Term T