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Ishares Ibonds Dec 2029 Muni Etf shares owned by Sovereign Financial Group

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

Historical chart of Sovereign Financial Group 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 Sovereign Financial Group 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 Sovereign Financial Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $498k 20k 25.35

More positions owned by Sovereign Financial Group

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Growth Etf (VUG)
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Vanguard Index Fds Value Etf (VTV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Core S&p500 Etf (IVV)
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Alphabet Cap Stk Cl A (GOOGL)
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First Tr Exchange Traded Risng Divd Achiv (RDVY)
Vanguard Index Fds Small Cp Etf (VB)

View all positions for Sovereign Financial Group

Top funds holding Ishares Ibonds Dec 2029 Muni Etf

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

View all funds holding Ishares Ibonds Dec 2029 Muni Etf