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Ishares Ibonds Dec 2028 Term T shares owned by Trust

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

Historical chart of Trust 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 Trust 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 Trust

Quarter filed Position value Share count Share price at filing
2025-09-30 $11M 506k 22.39
2025-06-30 $11M 473k 22.36
2025-03-31 $11M 490k 22.25
2024-12-31 $10M 468k 21.90
2024-09-30 $9.7M 430k 22.51
2024-06-30 $9.0M 412k 21.83
2024-03-31 $8.1M 369k 21.93
2023-12-31 $7.2M 325k 22.21

More positions owned by Trust

iShares Short Treasury Bond Index ETF Short Treas Bd (SHV)
Vanguard Total Bond Index ETF Total Bnd Mrkt (BND)
iShares Core US Aggregate Bond Index ETF Core Us Aggbd Et (AGG)
Vanguard Growth Index ETF Growth Etf (VUG)
Vanguard Value Index ETF Value Etf (VTV)
SPDR S&P Emerging Markets Dividend ETF S&p Em Mkt Div (EDIV)
Schwab Fundamental Intl Large Co ETF Fundamental Intl (FNDF)
Vanguard FTSE Developed Markets ETF Van Ftse Dev Mkt (VEA)
iShares Russell 1000 Index ETF Rus 1000 Etf (IWB)
Vanguard Mid-Cap Value Index ETF Mcap Vl Idxvip (VOE)
Vanguard Mid-Cap Growth Index ETF Mcap Gr Idxvip (VOT)
JP Morgan Active Growth ETF Active Growth (JGRO)
iShares National Muni Bond Index ETF National Mun Etf (MUB)
iShares IBOXX High Yield Corp Bond Index ETF Iboxx Hi Yd Etf (HYG)
JP Morgan Ultra-Short Municipal Income ETF Ultra Sht Muncpl (JMST)

View all positions for Trust

Top funds holding Ishares Ibonds Dec 2028 Term T

Morgan Stanley
Colony
Wells Fargo & Company
Raymond James Financial
Mercer Global Advisors
Asset Advisors Investment Management
Stratos Wealth Partners
Atwood & Palmer
UBS Group
Envestnet Asset Management
Horizon Advisory Services
Financial Advisory Corp
Journey Advisory Group
United Capital Financial Advisers
Vista Private Wealth Partners

View all funds holding Ishares Ibonds Dec 2028 Term T