Transcend Wealth Collective »

Ishares Ibonds Dec 2028 Term T shares owned by Transcend Wealth Collective

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

Historical chart of Transcend Wealth Collective 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 Transcend Wealth Collective consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Ibonds Dec 2028 Term T by Transcend Wealth Collective

Quarter filed Position value Share count Share price at filing
2024-09-30 $6.1M 269k 22.51
2024-06-30 $6.1M 280k 21.83
2024-03-31 $4.2M 190k 21.94
2023-12-31 $3.1M 140k 22.22

More positions owned by Transcend Wealth Collective

Apple Stock (AAPL)
Microsoft Corp Stock (MSFT)
Blue Owl Capital Corporation Cef (OBDC)
Merck & Co Stock (MRK)
Blue Owl Capital Inc Com Cl A Stock (OWL)
Fs Kkr Cap Corp Cef (FSK)
Amazon Stock (AMZN)
Nvidia Corporation Stock (NVDA)
Invesco Qqq Trust Series I Etf (QQQ)
Ishares Core S&p 500 Etf Etf (IVV)
Jpmorgan Chase & Co Stock (JPM)
Blue Owl Cap Corp Iii Stock (OBDE)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Spdr S&p 500 Etf Trust Etf (SPY)
International Business Machs Stock (IBM)

View all positions for Transcend Wealth Collective

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
Vista Private Wealth Partners
Trust
Legacy Private Trust

View all funds holding Ishares Ibonds Dec 2028 Term T