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Ishares Ibonds Dec 2029 Term T shares owned by HighTower Advisors

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

Historical chart of HighTower Advisors 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 HighTower Advisors 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 HighTower Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $1.4M 66k 21.31
2024-03-31 $1.4M 63k 21.50
2023-12-31 $861k 40k 21.74

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Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Amazon (AMZN)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Exxon Mobil Corporation (XOM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl A (GOOGL)
JPMorgan Chase & Co. (JPM)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Johnson & Johnson (JNJ)

View all positions for HighTower Advisors

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