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Ishares Ibonds Dec 2029 Term T shares owned by Fagan Associates

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

Historical chart of Fagan Associates investment in Ishares Ibonds Dec 2029 Term T

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All positions including Ishares Ibonds Dec 2029 Term T held by Fagan Associates 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 Fagan Associates

Quarter filed Position value Share count Share price at filing
2024-06-30 $5.4M 251k 21.37
2024-03-31 $4.8M 225k 21.50

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J P Morgan Exchange Traded F Equity Premium (JEPI)
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Ishares Tr Core Us Aggbd Et (AGG)
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View all positions for Fagan Associates

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