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Ishares Ibonds Dec 2029 Muni Etf shares owned by Spinnaker Trust

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

Historical chart of Spinnaker Trust 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 Spinnaker Trust 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 Spinnaker Trust

Quarter filed Position value Share count Share price at filing
2025-09-30 $672k 26k 25.53
2025-06-30 $415k 17k 25.23

More positions owned by Spinnaker Trust

State Street SPDR Portfolio S&P Equities (SPLG)
Technology Select Sector SPDR Equities (XLK)
iShares ESG MSCI EAFE ETF Equities (ESGD)
iShares MSCI USA ESG Select ETF Equities (SUSA)
iShares Core 1-5 Year USD Bond Equities (ISTB)
3M Company Equities (MMM)
Microsoft Corp Equities (MSFT)
Apple Equities (AAPL)
Berkshire Hathaway Inc - CL B Equities (BRK.B)
BlackRock US Equity Factor Rota Equities (DYNF)
iShares Gold Trust Equities (IAU)
Financial Select Sector SPDR Equities (XLF)
Healthcare Select Sector SPDR Equities (XLV)
Alphabet Inc CL C Equities (GOOG)
SPDR S&P 500 ETF Trust Equities (SPY)

View all positions for Spinnaker Trust

Top funds holding Ishares Ibonds Dec 2029 Muni Etf

Hartland & Co
Mercer Global Advisors
HighTower Advisors
Vishria Bird Financial Group
Us Bancorp
Wells Fargo & Company
UBS Group
Kathmere Capital Management
Spreng Capital Management
LBMC Investment Advisors
Raymond James Financial
LPL Financial
Praetorian Wealth Management
Summit Financial
CliftonLarsonAllen Wealth Advisors

View all funds holding Ishares Ibonds Dec 2029 Muni Etf