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Ishares Ibonds Dec 2028 Term T shares owned by Cary Street Partner Investment Advisory

Quarter-by-quarter ownership of Ishares Ibonds Dec 2028 Term T (IBTI) shares owned by Cary Street Partner Investment Advisory from 13F filings

Historical chart of Cary Street Partner Investment Advisory 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 Cary Street Partner Investment Advisory 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 Cary Street Partner Investment Advisory

Quarter filed Position value Share count Share price at filing
2024-09-30 $974k 43k 22.51
2024-06-30 $401k 18k 21.83

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Apple Stock (AAPL)
Microsoft Corp Stock (MSFT)
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Vanguard Value Etf Etf (VTV)
Vanguard Intermediate-term Bond Etf Etf (BIV)
Alphabet Inc Cap Stk Cl C Stock (GOOG)
Jpmorgan Equity Premium Income Etf Etf (JEPI)
Amazon Stock (AMZN)
Ishares Msci Eafe Growth Etf Etf (EFG)
Spdr S&p 500 Etf Trust Etf (SPY)
Vanguard Total Stock Market Etf Etf (VTI)
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)
Procter And Gamble Stock (PG)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Adobe Stock (ADBE)

View all positions for Cary Street Partner Investment Advisory

Top funds holding Ishares Ibonds Dec 2028 Term T

Colony
Wells Fargo & Company
Atwood & Palmer
Raymond James Financial Services Advisors
Benjamin Edwards
Horizon Advisory Services
Stratos Wealth Partners
Bank of America Corporation
Royal Bank of Canada
Confluence Investment Management
Journey Advisory Group
Commonwealth Equity Services
Trust
Vista Private Wealth Partners
Legacy Private Trust

View all funds holding Ishares Ibonds Dec 2028 Term T