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Ishares Ibonds Dec 2029 Term T shares owned by 1858 Wealth Management

Quarter-by-quarter ownership of Ishares Ibonds Dec 2029 Term T (IBTJ) shares owned by 1858 Wealth Management from 13F filings

Historical chart of 1858 Wealth Management investment in Ishares Ibonds Dec 2029 Term T

Tip: Access up to 7 years of quarterly data

All positions including Ishares Ibonds Dec 2029 Term T held by 1858 Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Ibonds Dec 2029 Term T by 1858 Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.8M 129k 22.10
2024-06-30 $2.7M 127k 21.37
2024-03-31 $2.8M 128k 21.78

More positions owned by 1858 Wealth Management

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Microsoft Corporation (MSFT)
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Meta Platforms Cl A (META)
Cme (CME)
Ametek (AME)
Amazon (AMZN)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Ibonds 25 Trm Ts (IBTF)
Ishares Tr Ibonds 27 Trm Ts (IBTH)
Ishares Tr Ibonds 29 Trm Ts (IBTJ)
Palo Alto Networks (PANW)
Alphabet Cap Stk Cl C (GOOG)
Ge Vernova (GEV)
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View all positions for 1858 Wealth Management

Top funds holding Ishares Ibonds Dec 2029 Term T

Wells Fargo & Company
Atwood & Palmer
Raymond James Financial Services Advisors
Hengehold Capital Management
Bank of America Corporation
Commonwealth Equity Services
Journey Advisory Group
Waycross Investment Management
Envestnet Asset Management
Confluence Investment Management
Probity Advisors
Fagan Associates
Spreng Capital Management
Shelton Wealth Management
D.A. Davidson & Co.

View all funds holding Ishares Ibonds Dec 2029 Term T