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Ishares Ibonds Dec 2029 Term T shares owned by High Note Wealth

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

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

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2025-12-31 $61k 2.8k 21.95

More positions owned by High Note Wealth

Ishares Core S&p 500 Etf Etf (IVV)
Ishares Esg Aware Msci Eafe Etf Etf (ESGD)
Schwab U.s. Mid-cap Etf Etf (SCHM)
State Street Technology Select Sector Spdr Etf Etf (XLK)
Apple Stock (AAPL)
Xtrackers Msci Eafe Hedged Equity Etf Etf (DBEF)
State Street Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Vanguard Small-cap Etf Etf (VB)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Palantir Technologies Inc Cl A Stock (PLTR)
Freedom 100 Emerging Markets Etf Etf (FRDM)
Microsoft Corp Stock (MSFT)
Ishares 20 Year Treasury Bond Etf Etf (TLT)
Amazon Stock (AMZN)

View all positions for High Note 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