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Ishares Ibonds Dec 2029 Term T shares owned by Atlantic Private Wealth

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

Historical chart of Atlantic Private Wealth 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 Atlantic Private Wealth 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 Atlantic Private Wealth

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.5M 68k 21.78

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Ishares Ibonds Dec 2029 Term T (IBTJ)

View all positions for Atlantic Private Wealth

Top funds holding Ishares Ibonds Dec 2029 Term T

Atwood & Palmer
Hengehold Capital Management
Wells Fargo & Company
Waycross Investment Management
Bank of America Corporation
Commonwealth Equity Services
Raymond James Financial Services Advisors
UBS Group
1858 Wealth Management
D.A. Davidson & Co.
Stockman Asset Management
Altus Wealth Group
Stifel Financial
Accretive Wealth Partners
Probity Advisors

View all funds holding Ishares Ibonds Dec 2029 Term T