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Ishares Ibonds Dec 2029 Muni Etf shares owned by Steward Partners Investment Advisory

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

Historical chart of Steward Partners Investment Advisory investment in Ishares Ibonds Dec 2029 Muni Etf

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All positions including Ishares Ibonds Dec 2029 Muni Etf held by Steward Partners Investment Advisory 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 Steward Partners Investment Advisory

Quarter filed Position value Share count Share price at filing
2023-12-31 $40k 1.5k 25.60
2023-09-30 $37k 1.5k 23.87
2023-06-30 $18k 737 24.83

More positions owned by Steward Partners Investment Advisory

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Microsoft Corporation (MSFT)
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Amazon (AMZN)
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Vanguard Index Fds S&p 500 Etf Shs (VOO)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
JPMorgan Chase & Co. (JPM)
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UnitedHealth (UNH)
Ishares Tr Rus 1000 Grw Etf (IWF)
Home Depot (HD)
Tesla Motors (TSLA)

View all positions for Steward Partners Investment Advisory

Top funds holding Ishares Ibonds Dec 2029 Muni Etf

Wilbanks Smith & Thomas Asset Management
Gateway Advisory
Crumly & Associates
Cypress Point Wealth Management
Raymond James Financial Services Advisors
Praetorian Wealth Management
Sound View Wealth Advisors Group
Central Trust & Investment
Little House Capital
Raymond James & Associates
Klingman & Associates
James Investment Research
Rockefeller Capital Management
Roof Eidam & Maycock
Sandy Spring Bank

View all funds holding Ishares Ibonds Dec 2029 Muni Etf