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Ishares Ibonds Dec 2029 Term T shares owned by Atwood & Palmer

Quarter-by-quarter ownership of Ishares Ibonds Dec 2029 Term T (IBTJ) shares owned by Atwood & Palmer from 13F filings

Historical chart of Atwood & Palmer investment in Ishares Ibonds Dec 2029 Term T

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All positions including Ishares Ibonds Dec 2029 Term T held by Atwood & Palmer 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 Atwood & Palmer

Quarter filed Position value Share count Share price at filing
2024-09-30 $22M 1.0M 22.11
2024-06-30 $20M 942k 21.37
2024-03-31 $20M 927k 21.50
2023-12-31 $18M 822k 21.78
2023-09-30 $17M 790k 21.00

More positions owned by Atwood & Palmer

Palantir Technologies (PLTR)
United Rentals (URI)
Regeneron Pharmaceuticals (REGN)
D.R. Horton (DHI)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Janus Detroit Str Tr (JAAA)
iShares Lehman 1-3 Year Treas.Bond (SHY)
Leidos Holdings (LDOS)
Alphabet Inc Class C cs (GOOG)
Lockheed Martin Corporation (LMT)
Abbvie (ABBV)
Fifth Third Ban (FITB)
Ameriprise Financial (AMP)
American Centy Etf Tr avantis emgmkt (AVEM)
Cdw (CDW)

View all positions for Atwood & Palmer

Top funds holding Ishares Ibonds Dec 2029 Term T

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

View all funds holding Ishares Ibonds Dec 2029 Term T