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Ishares Ibonds Dec 2029 Term T shares owned by Evexia Wealth

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

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

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

Quarter filed Position value Share count Share price at filing
2025-09-30 $847k 39k 22.01
2025-06-30 $797k 37k 21.76
2025-03-31 $1.3M 61k 21.68
2024-12-31 $1.3M 60k 21.38

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View all positions for Evexia Wealth

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