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Ishares Ibonds Dec 2029 Term T shares owned by Creative Planning

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

Historical chart of Creative Planning 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 Creative Planning 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 Creative Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $580k 27k 21.65
2023-09-30 $3.8k 181 21.00

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View all positions for Creative Planning

Top funds holding Ishares Ibonds Dec 2029 Term T

Morgan Stanley
Bank of America Corporation
Mercer Global Advisors
Wells Fargo & Company
Brookstone Capital Management
TRUE Private Wealth Advisors
Financial Advisory Corp
Raymond James Financial
Asset Advisors Investment Management
Envestnet Asset Management
United Capital Financial Advisers
BlackRock
Hengehold Capital Management
Ameriprise Financial
Hm Payson & Co

View all funds holding Ishares Ibonds Dec 2029 Term T