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Ishares Ibonds Dec 2029 Muni Etf shares owned by Cary Street Partner Investment Advisory

Quarter-by-quarter ownership of Ishares Ibonds Dec 2029 Muni Etf (IBMR) shares owned by Cary Street Partner Investment Advisory from 13F filings

Historical chart of Cary Street Partner Investment Advisory investment in Ishares Ibonds Dec 2029 Muni Etf

Tip: Access up to 7 years of quarterly data

All positions including Ishares Ibonds Dec 2029 Muni Etf held by Cary Street Partner Investment Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Ibonds Dec 2029 Muni Etf by Cary Street Partner Investment Advisory

Quarter filed Position value Share count Share price at filing
2024-09-30 $204k 8.0k 25.49

More positions owned by Cary Street Partner Investment Advisory

Apple Stock (AAPL)
Microsoft Corp Stock (MSFT)
Vanguard Growth Etf Etf (VUG)
Vanguard Value Etf Etf (VTV)
Vanguard Intermediate-term Bond Etf Etf (BIV)
Alphabet Inc Cap Stk Cl C Stock (GOOG)
Jpmorgan Equity Premium Income Etf Etf (JEPI)
Amazon Stock (AMZN)
Ishares Msci Eafe Growth Etf Etf (EFG)
Spdr S&p 500 Etf Trust Etf (SPY)
Vanguard Total Stock Market Etf Etf (VTI)
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)
Procter And Gamble Stock (PG)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Adobe Stock (ADBE)

View all positions for Cary Street Partner Investment Advisory

Top funds holding Ishares Ibonds Dec 2029 Muni Etf

Hartland & Co
Envestnet Asset Management
Kathmere Capital Management
HighTower Advisors
Gateway Advisory
Bank of America Corporation
Raymond James Financial Services Advisors
Cypress Point Wealth Management
Praetorian Wealth Management
Central Trust & Investment
Sound View Wealth Advisors Group
Quantum Financial Advisors
Crumly & Associates
Raymond James & Associates
LPL Financial

View all funds holding Ishares Ibonds Dec 2029 Muni Etf