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Ishares Ibonds Dec 2029 Term T shares owned by HPM Partners

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

Historical chart of HPM Partners 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 HPM Partners 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 HPM Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $421k 20k 21.50
2023-12-31 $352k 16k 21.78
2023-09-30 $292k 14k 21.00
2023-06-30 $301k 14k 21.63
2023-03-31 $202k 9.1k 22.17

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View all positions for HPM Partners

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