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Ishares Ibonds Dec 2024 Term T shares owned by Lokken Investment Group

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

Historical chart of Lokken Investment Group 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 Lokken Investment Group 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 Lokken Investment Group

Quarter filed Position value Share count Share price at filing
2024-06-30 $2.2M 90k 23.98
2024-03-31 $2.2M 92k 23.94
2023-12-31 $2.2M 93k 23.86
2023-09-30 $2.2M 91k 23.84
2023-06-30 $2.1M 90k 23.80
2023-03-31 $1.8M 77k 24.01

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Top funds holding Ishares Ibonds Dec 2024 Term T

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

View all funds holding Ishares Ibonds Dec 2024 Term T