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Ishares Ibonds Dec 2029 Term T shares owned by Altus Wealth Group

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

Historical chart of Altus Wealth Group 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 Altus Wealth Group 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 Altus Wealth Group

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.4M 66k 21.33
2024-09-30 $1.5M 68k 22.10
2024-06-30 $1.8M 83k 21.37
2024-03-31 $2.4M 110k 21.50
2023-12-31 $2.6M 118k 21.78
2023-09-30 $2.4M 114k 21.00
2023-06-30 $2.5M 114k 21.63
2023-03-31 $2.5M 112k 22.17

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Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Ishares Tr Rus 1000 Grw Etf (IWF)
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Microsoft Corporation (MSFT)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Builders FirstSource (BLDR)
Broadcom (AVGO)
NVIDIA Corporation (NVDA)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Alphabet Cap Stk Cl A (GOOGL)
Union Pacific Corporation (UNP)

View all positions for Altus Wealth Group

Top funds holding Ishares Ibonds Dec 2029 Term T

TRUE Private Wealth Advisors
Wells Fargo & Company
Mercer Global Advisors
Raymond James Financial
Hengehold Capital Management
UBS Group
Atwood & Palmer
Stifel Financial
Envestnet Asset Management
United Capital Financial Advisers
Journey Advisory Group
Benjamin Edwards
Vista Private Wealth Partners
Commonwealth Equity Services
Confluence Investment Management

View all funds holding Ishares Ibonds Dec 2029 Term T