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Ishares Ibonds Dec 2028 Term T shares owned by Pineridge Advisors

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

Historical chart of Pineridge Advisors 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 Pineridge Advisors 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 Pineridge Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $6.6M 302k 21.90
2024-09-30 $7.4M 328k 22.51
2024-06-30 $8.7M 400k 21.83
2024-03-31 $9.7M 440k 21.94
2023-12-31 $10M 469k 22.22

More positions owned by Pineridge Advisors

Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Bondbloxx Etf Trust Bloomberg Fve Yr (XFIV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Bondbloxx Etf Trust Bloomberg Six Mn (XHLF)
Ishares Tr Ibonds 28 Trm Ts (IBTI)
Microsoft Corporation (MSFT)
Spdr Ser Tr Portfolio Short (SPSB)
Ssga Active Tr Spdr Nuveen Mun (MBND)
Vaneck Etf Trust Long Muni Etf (MLN)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Nuveen Bloomberg (HYMB)
Invesco Exch Trd Slf Idx Invsc 30 Muni Bd (BSMU)

View all positions for Pineridge Advisors

Top funds holding Ishares Ibonds Dec 2028 Term T

Morgan Stanley
Colony
Wells Fargo & Company
Bank of America Corporation
Goss Wealth Management
Raymond James Financial
Atwood & Palmer
Raymond James Financial Services Advisors
Stratos Wealth Partners
Horizon Advisory Services
Stifel Financial
UBS Group
Vista Private Wealth Partners
Confluence Investment Management
Journey Advisory Group

View all funds holding Ishares Ibonds Dec 2028 Term T