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Ishares Ibonds Dec 2024 Term T shares owned by Essential Planning

Quarter-by-quarter ownership of Ishares Ibonds Dec 2024 Term T (IBTE) shares owned by Essential Planning from 13F filings

Historical chart of Essential Planning investment in Ishares Ibonds Dec 2024 Term T

Tip: Access up to 7 years of quarterly data

All positions including Ishares Ibonds Dec 2024 Term T held by Essential Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Ibonds Dec 2024 Term T by Essential Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.1M 214k 24.00
2024-06-30 $5.3M 222k 23.98
2024-03-31 $4.9M 204k 23.86
2023-09-30 $1.9M 59k 31.35

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Eli Lilly & Co. (LLY)
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Vanguard Bd Index Fds Short Trm Bond (BSV)
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Ishares Tr Mbs Etf (MBB)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Pimco Etf Tr Active Bd Etf (BOND)
Ishares Tr 1 3 Yr Treas Bd (SHY)

View all positions for Essential Planning

Top funds holding Ishares Ibonds Dec 2024 Term T

Bank of America Corporation
Hm Payson & Co
Morgan Stanley
Captrust Financial Advisors
Hills Bank And Trust Company
LPL Financial
Wells Fargo & Company
Renaissance Technologies
Goss Wealth Management
CliftonLarsonAllen Wealth Advisors
Capital Investment Advisors
First Western Trust Bank
Equitable Holdings
Connecticut Wealth Management
Campbell Wealth Management

View all funds holding Ishares Ibonds Dec 2024 Term T