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Ishares Ibonds Dec 2029 Term T shares owned by BIP Wealth

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

Historical chart of BIP 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 BIP 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 BIP Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $4.0M 185k 21.95

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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
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Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Total Bond Market Etf Uie (BND)

View all positions for BIP Wealth

Top funds holding Ishares Ibonds Dec 2029 Term T

Wells Fargo & Company
Mercer Global Advisors
TRUE Private Wealth Advisors
Brookstone Capital Management
Raymond James Financial
Asset Advisors Investment Management
UBS Group
Hengehold Capital Management
Stifel Financial
Atwood & Palmer
Commonwealth Equity Services
United Capital Financial Advisers
Journey Advisory Group
Benjamin Edwards
CWM

View all funds holding Ishares Ibonds Dec 2029 Term T