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Ishares Ibonds Dec 2029 Term T shares owned by Krilogy Financial

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

Historical chart of Krilogy Financial 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 Krilogy Financial 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 Krilogy Financial

Quarter filed Position value Share count Share price at filing
2023-12-31 $890k 41k 21.78
2023-09-30 $551k 26k 21.00
2023-06-30 $442k 20k 21.63
2023-03-31 $260k 12k 22.17
2022-12-31 $291k 14k 21.59
2022-09-30 $701k 33k 21.54
2022-06-30 $740k 33k 22.75
2022-03-31 $1.1M 46k 23.65

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Select Sector Spdr Tr Technology (XLK)
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Pimco Etf Tr 25yr+ Zero U S (ZROZ)
Pimco Etf Tr Multisector Bd (PYLD)
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)
Microsoft Corporation (MSFT)

View all positions for Krilogy Financial

Top funds holding Ishares Ibonds Dec 2029 Term T

Atwood & Palmer
Hengehold Capital Management
Wells Fargo & Company
Waycross Investment Management
Bank of America Corporation
UBS Group
1858 Wealth Management
D.A. Davidson & Co.
Stockman Asset Management
Altus Wealth Group
Stifel Financial
Accretive Wealth Partners
Probity Advisors
Commonwealth Equity Services
Royal Bank of Canada

View all funds holding Ishares Ibonds Dec 2029 Term T