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Ishares Ibonds Dec 2029 Muni Etf shares owned by Captrust Financial Advisors

Quarter-by-quarter ownership of Ishares Ibonds Dec 2029 Muni Etf (IBMR) shares owned by Captrust Financial Advisors from 13F filings

Historical chart of Captrust Financial Advisors 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 Captrust Financial Advisors 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 Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $345k 14k 25.39

More positions owned by Captrust Financial Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Apple Stock (AAPL)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Nvidia Corporation Stock (NVDA)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Vanguard Value Etf (VTV)
Microsoft Corp Stock (MSFT)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Ishares Core Msci Total International Stock Etf Etf (IXUS)
Amazon Stock (AMZN)
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)
Vanguard Morningstar Small-cap Etf Etf (VB)
Vanguard S&p 500 Etf Etf (VOO)
Ishares 3-7 Year Treasury Bond Etf Etf (IEI)
Ishares Core Msci Emerging Market Etf Etf (IEMG)

View all positions for Captrust Financial Advisors

Top funds holding Ishares Ibonds Dec 2029 Muni Etf

Mercer Global Advisors
Bank of America Corporation
Hartland & Co
HighTower Advisors
LBMC Investment Advisors
Wells Fargo & Company
Us Bancorp
Paradiem
Kathmere Capital Management
Lido Advisors
Covington Investment Advisors
LPL Financial
Raymond James Financial
Envestnet Asset Management
Praetorian Wealth Management

View all funds holding Ishares Ibonds Dec 2029 Muni Etf