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Ishares Ibonds Dec 2028 Term T shares owned by Carmel Capital Partners

Quarter-by-quarter ownership of Ishares Ibonds Dec 2028 Term T (IBTI) shares owned by Carmel Capital Partners from 13F filings

Historical chart of Carmel Capital Partners 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 Carmel Capital Partners 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 Carmel Capital Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.2M 188k 22.39
2025-06-30 $5.6M 250k 22.36
2025-03-31 $5.5M 247k 22.25
2024-12-31 $4.9M 223k 21.90
2024-09-30 $3.7M 163k 22.51
2024-06-30 $3.1M 144k 21.83
2024-03-31 $2.8M 127k 21.94

More positions owned by Carmel Capital Partners

Home Depot (HD)
Wisdomtree Tr Floatng Rat Trea (USFR)
Palantir Technologies Cl A (PLTR)
Lennar Corp Cl A (LEN)
Series Portfolios Tr Eldridge Bbb B (CLOZ)
Vaneck Etf Trust Preferred Securt (PFXF)
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)
Tesla Motors (TSLA)
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV)
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)
Series Portfolios Tr Eldridge Aaa Clo (CLOX)
Ishares Tr Ibonds 28 Trm Ts (IBTI)
Qualcomm (QCOM)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Carmel Capital Partners

Top funds holding Ishares Ibonds Dec 2028 Term T

Morgan Stanley
Colony
Wells Fargo & Company
Raymond James Financial
Mercer Global Advisors
Asset Advisors Investment Management
Stratos Wealth Partners
Atwood & Palmer
UBS Group
Envestnet Asset Management
Horizon Advisory Services
Financial Advisory Corp
Journey Advisory Group
United Capital Financial Advisers
Vista Private Wealth Partners

View all funds holding Ishares Ibonds Dec 2028 Term T