Monticello Wealth Management »

Ishares Ibonds 2030 Term High Yield And Income Etf shares owned by Monticello Wealth Management

Quarter-by-quarter ownership of Ishares Ibonds 2030 Term High Yield And Income Etf (IBHJ) shares owned by Monticello Wealth Management from 13F filings

Historical chart of Monticello Wealth Management investment in Ishares Ibonds 2030 Term High Yield And Income Etf

Tip: Access up to 7 years of quarterly data

All positions including Ishares Ibonds 2030 Term High Yield And Income Etf held by Monticello Wealth Management 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 2030 Term High Yield And Income Etf by Monticello Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $230k 8.7k 26.47

More positions owned by Monticello Wealth Management

Spdr Series Trust St Str P500etf (SPYM)
Pgim Etf Tr Aaa Clo Etf (PAAA)
Victory Portfolios Ii Core Plus Bd Etf (UBND)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Dimensional Etf Trust Us Equi Mark Etf (DFUS)
Spdr Series Trust St Str P400mid (SPMD)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Msci Usa Mmentm (MTUM)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Ishares Tr Core S&p Ttl Stk (ITOT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Monticello Wealth Management

Top funds holding Ishares Ibonds 2030 Term High Yield And Income Etf

LBMC Investment Advisors
Michael S. Ryan
Chicago Partners Investment
BlackRock
LPL Financial
Bank of America Corporation
Mercer Global Advisors
Straight Path Wealth Management
Integrated Wealth Concepts
Morgan Stanley
First Western Trust Bank
Ironwood Wealth Management
Commonwealth Equity Services
Wrapmanager
Focused Alpha

View all funds holding Ishares Ibonds 2030 Term High Yield And Income Etf