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Ishares Ibonds Dec 2028 Term T shares owned by Steward Partners Investment Advisory

Quarter-by-quarter ownership of Ishares Ibonds Dec 2028 Term T (IBTI) shares owned by Steward Partners Investment Advisory from 13F filings

Historical chart of Steward Partners Investment Advisory 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 Steward Partners Investment Advisory 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 Steward Partners Investment Advisory

Quarter filed Position value Share count Share price at filing
2024-06-30 $6.7M 308k 21.83
2024-03-31 $6.1M 279k 21.94
2023-12-31 $6.0M 270k 22.22
2023-09-30 $154k 7.1k 21.55
2023-06-30 $167k 7.6k 22.00
2023-03-31 $161k 7.2k 22.49

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Wisdomtree Tr Us Qtly Div Grt (DGRW)
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View all positions for Steward Partners Investment Advisory

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