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Ishares Ibonds Dec 2029 Muni Etf shares owned by Catalytic Wealth RIA

Quarter-by-quarter ownership of Ishares Ibonds Dec 2029 Muni Etf (IBMR) shares owned by Catalytic Wealth RIA from 13F filings

Historical chart of Catalytic Wealth RIA investment in Ishares Ibonds Dec 2029 Muni Etf

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All positions including Ishares Ibonds Dec 2029 Muni Etf held by Catalytic Wealth RIA 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 Catalytic Wealth RIA

Quarter filed Position value Share count Share price at filing
2024-09-30 $762k 30k 25.49
2024-06-30 $586k 24k 24.86
2024-03-31 $554k 22k 25.25

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View all positions for Catalytic Wealth RIA

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