Ellis Investment Partners »

Ishares Ibonds Dec 2029 Muni Etf shares owned by Ellis Investment Partners

Quarter-by-quarter ownership of Ishares Ibonds Dec 2029 Muni Etf (IBMR) shares owned by Ellis Investment Partners from 13F filings

Historical chart of Ellis Investment Partners 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 Ellis Investment Partners 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 Muni Etf by Ellis Investment Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.8M 70k 25.43

More positions owned by Ellis Investment Partners

Vanguard Index Fds Growth Etf (VUG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Select Divid Etf (DVY)
Apple (AAPL)
Cohen & Steers REIT/P (RNP)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Sp Smcp600vl Etf (IJS)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Ishares Tr Core S&p Mcp Etf (IJH)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Ishares Tr Core S&p Scp Etf (IJR)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr S&p 500 Grwt Etf (IVW)

View all positions for Ellis Investment Partners

Top funds holding Ishares Ibonds Dec 2029 Muni Etf

Mercer Global Advisors
Hartland & Co
HighTower Advisors
LBMC Investment Advisors
Wells Fargo & Company
Us Bancorp
Vishria Bird Financial Group
UBS Group
Kathmere Capital Management
Covington Investment Advisors
Raymond James Financial
Praetorian Wealth Management
LPL Financial
Pamela Horwath
Stifel Financial

View all funds holding Ishares Ibonds Dec 2029 Muni Etf