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Ishares Ibonds Dec 2028 Term T shares owned by Midwest Professional Planners

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

Historical chart of Midwest Professional Planners 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 Midwest Professional Planners 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 Midwest Professional Planners

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.4M 61k 22.39
2025-06-30 $1.1M 51k 22.36
2025-03-31 $949k 43k 22.25
2024-12-31 $407k 19k 21.90

More positions owned by Midwest Professional Planners

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Short Treas Bd (SHV)
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Broadcom (AVGO)
JPMorgan Chase & Co. (JPM)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Lam Research Corp Com New (LRCX)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Ibonds 26 Trm Ts (IBTG)
Microsoft Corporation (MSFT)
Oracle Corporation (ORCL)
Capital One Financial (COF)
Eaton Corp SHS (ETN)
Costco Wholesale Corporation (COST)
Ishares Tr Core Us Aggbd Et (AGG)

View all positions for Midwest Professional Planners

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