Relative Value Partners »

Ishares Ibonds Dec 2024 Term T shares owned by Relative Value Partners

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

Historical chart of Relative Value Partners 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 Relative Value Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Ibonds Dec 2024 Term T by Relative Value Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $335k 14k 23.86
2023-09-30 $2.4M 103k 23.84
2023-06-30 $2.8M 118k 23.80
2023-03-31 $3.5M 147k 24.01
2022-12-31 $2.2M 92k 23.85

More positions owned by Relative Value Partners

Vanguard Index Fds Value Etf (VTV)
Ishares Tr S&p 100 Etf (OEF)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Scottsdale Fds Mtg Bkd Secs Etf (VMBS)
Vanguard Scottsdale Fds Intr Trm Treas (VGIT)
Ishares Tr Core S&p500 Etf (IVV)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Invesco Exchange Traded Ftse Rafi 1000 (PRF)
Ishares Tr Barclays 7 10 Yr (IEF)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Spdr Ser Tr Portf Short (SPSB)
Janus Detroit Str Tr Hendrsn Aaa Cl (JAAA)
Dimensional Etf Trust Intnl Value (DFIV)

View all positions for Relative Value Partners

Top funds holding Ishares Ibonds Dec 2024 Term T

Captrust Financial Advisors
Bank of America Corporation
UBS Group
Wells Fargo & Company
Campbell Wealth Management
Hills Bank And Trust Company
InterOcean Capital Group
Royal Bank of Canada
Capital Investment Advisors
Stifel Financial
CliftonLarsonAllen Wealth Advisors
Ambassador Advisors
Rockefeller Capital Management
Financial Strategies Group
MV Capital Management

View all funds holding Ishares Ibonds Dec 2024 Term T