Journey Advisory Group »

Ishares Ibonds Dec 2029 Term T shares owned by Journey Advisory Group

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

Historical chart of Journey Advisory Group 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 Journey Advisory Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Ibonds Dec 2029 Term T by Journey Advisory Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $16M 746k 21.96
2025-06-30 $16M 717k 21.92
2025-03-31 $15M 705k 21.77
2024-12-31 $11M 515k 21.37
2024-09-30 $11M 515k 21.37
2024-06-30 $11M 515k 21.37
2024-03-31 $10M 483k 21.50

More positions owned by Journey Advisory Group

Rio Tinto Sponsored Adr (RIO)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Mcp Etf (IJH)
Apple (AAPL)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
Procter & Gamble Company (PG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
JPMorgan Chase & Co. (JPM)
Broadcom (AVGO)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Msci Usa Min Vol (USMV)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Ishares Tr Ibonds 27 Trm Ts (IBTH)

View all positions for Journey Advisory Group

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