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Ishares Ibonds Dec 2029 Term T shares owned by Fullcircle Wealth

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

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

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

Quarter filed Position value Share count Share price at filing
2025-09-30 $344k 16k 21.93
2025-06-30 $343k 16k 21.90
2025-03-31 $343k 16k 21.91

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View all positions for Fullcircle Wealth

Top funds holding Ishares Ibonds Dec 2029 Term T

Wells Fargo & Company
Mercer Global Advisors
TRUE Private Wealth Advisors
Brookstone Capital Management
Raymond James Financial
Asset Advisors Investment Management
UBS Group
Hengehold Capital Management
Stifel Financial
Atwood & Palmer
Commonwealth Equity Services
United Capital Financial Advisers
Journey Advisory Group
Benjamin Edwards
CWM

View all funds holding Ishares Ibonds Dec 2029 Term T