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Ishares Ibonds Dec 2029 Term T shares owned by D.A. Davidson & Co.

Quarter-by-quarter ownership of Ishares Ibonds Dec 2029 Term T (IBTJ) shares owned by D.A. Davidson & Co. from 13F filings

Historical chart of D.A. Davidson & Co. investment in Ishares Ibonds Dec 2029 Term T

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All positions including Ishares Ibonds Dec 2029 Term T held by D.A. Davidson & Co. 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 D.A. Davidson & Co.

Quarter filed Position value Share count Share price at filing
2024-06-30 $4.8M 226k 21.37
2024-03-31 $4.2M 193k 21.50
2023-12-31 $2.8M 128k 21.78
2023-09-30 $1.9M 92k 21.00
2023-06-30 $1.8M 84k 21.63
2023-03-31 $1.9M 85k 22.17
2022-12-31 $1.8M 84k 21.59

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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Ser Tr Portfolio Intrmd (SPIB)
Ishares Tr Rus 2000 Val Etf (IWN)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Rus 1000 Grw Etf (IWF)
Costco Wholesale Corporation (COST)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Ishares Tr Rus 2000 Grw Etf (IWO)

View all positions for D.A. Davidson & Co.

Top funds holding Ishares Ibonds Dec 2029 Term T

Atwood & Palmer
Raymond James Financial Services Advisors
Hengehold Capital Management
Wells Fargo & Company
Commonwealth Equity Services
Journey Advisory Group
Bank of America Corporation
Waycross Investment Management
Confluence Investment Management
Probity Advisors
Fagan Associates
Spreng Capital Management
Shelton Wealth Management
D.A. Davidson & Co.
Whalen Wealth Management

View all funds holding Ishares Ibonds Dec 2029 Term T