REDW Stanley Financial Advisors »

Ishares Ibonds Dec 2029 Term T shares owned by REDW Stanley Financial Advisors

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

Historical chart of REDW Stanley Financial Advisors 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 REDW Stanley Financial Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Ibonds Dec 2029 Term T by REDW Stanley Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $399k 19k 21.50
2023-12-31 $211k 9.7k 21.78

More positions owned by REDW Stanley Financial Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
American Centy Etf Tr Us Eqt Etf (AVUS)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Dimensional Etf Trust Us High Profitab (DUHP)
Ishares Msci Emrg Chn (EMXC)
Vanguard Index Fds Real Estate Etf (VNQ)
Flexshares Tr Hig Yld Vl Etf (HYGV)
Apple (AAPL)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)

View all positions for REDW Stanley Financial Advisors

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