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Ishares Ibonds Dec 2028 Term T shares owned by LPL Financial

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

Historical chart of LPL Financial 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 LPL Financial 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 LPL Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $6.7M 296k 22.51
2024-06-30 $4.8M 218k 21.83
2024-03-31 $3.8M 173k 21.94
2023-09-30 $437k 20k 21.55
2023-06-30 $331k 15k 22.00

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Ishares Tr Core Msci Eafe (IEFA)
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Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
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View all positions for LPL Financial

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