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Ishares Ibonds Dec 2028 Term T shares owned by Trinity Wealth Management

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

Historical chart of Trinity Wealth 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 Trinity Wealth 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 Trinity Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $249k 11k 22.51
2024-06-30 $242k 11k 21.83
2024-03-31 $232k 11k 21.94

More positions owned by Trinity Wealth Management

Spdr Ser Tr Portfolio Agrgte (SPAB)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Msci Usa Mmentm (MTUM)
Ishares Tr Msci Usa Sze Ft (SIZE)
Ishares Tr Core Intl Aggr (IAGG)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Core Msci Total (IXUS)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Select Sector Spdr Tr Technology (XLK)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Ibonds 24 Trm Ts (IBTE)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Ishares Tr Rus Tp200 Gr Etf (IWY)

View all positions for Trinity Wealth Management

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