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Ishares Ibonds Dec 2029 Term T shares owned by Lido Advisors

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

Historical chart of Lido 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 Lido 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 Lido Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $220k 10k 21.96
2025-06-30 $219k 10k 21.92
2025-03-31 $217k 10k 21.77
2024-12-31 $212k 9.9k 21.33
2024-09-30 $222k 10k 22.11
2024-06-30 $266k 12k 21.37
2024-03-31 $311k 15k 21.50

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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