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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

Tip: Access up to 7 years of quarterly data

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
2024-03-31 $20M 927k 21.50
2023-12-31 $18M 822k 21.78
2023-09-30 $17M 790k 21.00

More positions owned by Atwood & Palmer

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

View all positions for Atwood & Palmer

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