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Ishares Ibonds Dec 2028 Term T shares owned by Fullcircle Wealth

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

Historical chart of Fullcircle 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 Fullcircle 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 Fullcircle Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $637k 29k 22.35
2025-06-30 $646k 29k 22.32
2025-03-31 $647k 29k 22.37
2024-12-31 $292k 13k 21.90

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View all positions for Fullcircle Wealth

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