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Ishares Ibonds Dec 2029 Term T shares owned by Evergreen Private Wealth

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

Historical chart of Evergreen Private Wealth investment in Ishares Ibonds Dec 2029 Term T

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All positions including Ishares Ibonds Dec 2029 Term T held by Evergreen Private 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 Evergreen Private Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $26k 1.2k 22.11
2024-03-31 $25k 1.2k 21.50
2023-12-31 $25k 1.2k 21.78

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Top funds holding Ishares Ibonds Dec 2029 Term T

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

View all funds holding Ishares Ibonds Dec 2029 Term T