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Ishares Ibonds Dec 2029 Muni Etf shares owned by Klingman & Associates

Quarter-by-quarter ownership of Ishares Ibonds Dec 2029 Muni Etf (IBMR) shares owned by Klingman & Associates from 13F filings

Historical chart of Klingman & Associates 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 Klingman & Associates 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 Klingman & Associates

Quarter filed Position value Share count Share price at filing
2024-12-31 $532k 21k 24.98
2024-09-30 $633k 25k 25.49
2024-06-30 $602k 24k 24.86
2024-03-31 $1.1M 42k 25.25
2023-12-31 $890k 35k 25.60
2023-09-30 $522k 22k 23.87

More positions owned by Klingman & Associates

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Apple (AAPL)
Ishares Tr Core S&p Scp Etf (IJR)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Ibonds Dec 29 (IBDU)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)

View all positions for Klingman & Associates

Top funds holding Ishares Ibonds Dec 2029 Muni Etf

Hartland & Co
Envestnet Asset Management
Mercer Global Advisors
HighTower Advisors
UBS Group
Gateway Advisory
Bank of America Corporation
Raymond James Financial
Wells Fargo & Company
Kathmere Capital Management
Praetorian Wealth Management
Raymond James Financial Services Advisors
Cypress Point Wealth Management
Central Trust & Investment
Goss Wealth Management

View all funds holding Ishares Ibonds Dec 2029 Muni Etf