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Ishares Ibonds Dec 2028 Term T shares owned by Prosperity Planning

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

Historical chart of Prosperity Planning 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 Prosperity Planning 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 Prosperity Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $301k 13k 22.50
2024-06-30 $225k 10k 21.83

More positions owned by Prosperity Planning

Ishares Tr Core 1 5 Yr Usd (Principal) (ISTB)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust World Ex Us Core (DFAX)
Ishares Tr S&p 500 Val Etf (IVE)
Vanguard Malvern Fds Strm Infproidx (Principal) (VTIP)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Ishs 1-5yr Invs (IGSB)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Ishares Tr Gnma Bond Etf (Principal) (GNMA)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Vanguard Bd Index Fds Short Trm Bond (Principal) (BSV)
Ishares Tr Msci Intl Vlu Ft (IVLU)

View all positions for Prosperity Planning

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