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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

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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
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 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)
Vanguard Total Bond Index ETF Total Bnd Mrkt (BND)
Schwab Fundamental Intl Large Co ETF Fundamental Intl (FNDF)
iShares Short Treasury Bond Index ETF Short Treas Bd (SHV)
Vanguard Mid-Cap Value Index ETF Mcap Vl Idxvip (VOE)
Vanguard FTSE Developed Markets ETF Van Ftse Dev Mkt (VEA)
Vanguard Mid-Cap Growth Index ETF Mcap Gr Idxvip (VOT)
iShares MSCI Emerging Markets Index ETF Msci Emg Mkt Etf (EEM)
Vanguard FTSE Emerging Markets ETF Ftse Emr Mkt Etf (VWO)
iShares National Muni Bond Index ETF National Mun Etf (MUB)
iShares IBOXX High Yield Corp Bond Index ETF Iboxx Hi Yd Etf (HYG)
iShares Russell 1000 Index ETF Rus 1000 Etf (IWB)
SPDR Sector Info Tech ETF Technology (XLK)

View all positions for Trust

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