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Ishares Ibonds Dec 2028 Term T shares owned by Journey Advisory Group

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

Historical chart of Journey Advisory Group 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 Journey Advisory Group 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 Journey Advisory Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $13M 605k 21.83
2024-06-30 $13M 605k 21.83
2024-03-31 $11M 487k 21.94
2023-12-31 $9.1M 409k 22.22

More positions owned by Journey Advisory Group

Ishares Tr Core S&p Mcp Etf (IJH)
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Apple (AAPL)
Procter & Gamble Company (PG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Eli Lilly & Co. (LLY)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Msci Usa Mmentm (MTUM)
Ishares Tr Ibonds 27 Trm Ts (IBTH)
JPMorgan Chase & Co. (JPM)
Ishares Tr Ibonds Dec2026 (IBDR)
Ishares Tr Ibonds 28 Trm Ts (IBTI)

View all positions for Journey Advisory Group

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