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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

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