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Ishares Ibonds Dec 2029 Term T shares owned by Barrett & Company

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

Historical chart of Barrett & Company 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 Barrett & Company 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 Barrett & Company

Quarter filed Position value Share count Share price at filing
2025-09-30 $234k 11k 21.96
2025-06-30 $181k 8.2k 21.92
2025-03-31 $134k 6.2k 21.77
2024-12-31 $100k 4.7k 21.33
2024-09-30 $8.8k 400 22.11
2024-06-30 $8.5k 400 21.37
2024-03-31 $8.6k 400 21.50

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Ishares Tr Msci Usa Min Vol (USMV)
NVIDIA Corporation (NVDA)
Ishares Tr Morningstar Valu (ILCV)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ishares Tr Future Exponenti (XT)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Growth Etf (VUG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
First Tr Exchange-traded SHS (FVD)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Amazon (AMZN)

View all positions for Barrett & Company

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