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Ishares Ibonds Dec 2028 Term T shares owned by Austin Private Wealth

Quarter-by-quarter ownership of Ishares Ibonds Dec 2028 Term T (IBTI) shares owned by Austin Private Wealth from 13F filings

Historical chart of Austin Private Wealth investment in Ishares Ibonds Dec 2028 Term T

Tip: Access up to 7 years of quarterly data

All positions including Ishares Ibonds Dec 2028 Term T held by Austin Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Ibonds Dec 2028 Term T by Austin Private Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $559k 26k 21.79
2023-12-31 $305k 14k 22.22

More positions owned by Austin Private Wealth

Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Core Total Usd (IUSB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Rus 1000 Etf (IWB)

View all positions for Austin Private Wealth

Top funds holding Ishares Ibonds Dec 2028 Term T

Wells Fargo & Company
Branch Banking & Trust Company
Atwood & Palmer
Raymond James Financial Services Advisors
Horizon Advisory Services
Stratos Wealth Partners
Commonwealth Equity Services
AE Wealth Management
Pineridge Advisors
InterOcean Capital Group
Journey Advisory Group
Trust
Royal Bank of Canada
Legacy Private Trust
Scissortail Wealth Management

View all funds holding Ishares Ibonds Dec 2028 Term T