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Ishares Ibonds Dec 2028 Term T shares owned by Milestone Asset Management

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

Historical chart of Milestone Asset Management 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 Milestone Asset Management 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 Milestone Asset Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $278k 13k 22.14

More positions owned by Milestone Asset Management

First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR)
Ishares Tr 0-3 Mth Treasury (SGOV)
Spdr Series Trust St Str Rate Etf (FLRN)
Apple (AAPL)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
First Tr Exchng Traded Fd Vi Ft Vest Deep Etf (BUFD)
NVIDIA Corporation (NVDA)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Systematic Bd Et (SYSB)
Bristol Myers Squibb (BMY)
Etf Ser Solutions Lha Mkt St Tactl (MSTB)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Eli Lilly & Co. (LLY)
Blackrock Etf Trust Ishares Us Equit (DYNF)

View all positions for Milestone Asset Management

Top funds holding Ishares Ibonds Dec 2028 Term T

Colony
Morgan Stanley
Bank of America Corporation
Stratos Wealth Advisors
Mercer Global Advisors
Wells Fargo & Company
SRS Capital Advisors
Raymond James Financial
Bailard
UBS Group
Brookstone Capital Management
Financial Advisory Corp
Envestnet Asset Management
Heartwood Wealth Advisors
United Capital Financial Advisers

View all funds holding Ishares Ibonds Dec 2028 Term T