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Ishares Ibonds Dec 2029 Term T shares owned by Mendota Financial Group

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

Historical chart of Mendota Financial Group investment in Ishares Ibonds Dec 2029 Term T

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All positions including Ishares Ibonds Dec 2029 Term T held by Mendota Financial Group 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 Mendota Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $466k 21k 22.11
2024-06-30 $407k 19k 21.37
2024-03-31 $405k 19k 21.50
2023-12-31 $264k 12k 21.78

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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Us Equity Market (DFUS)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Capital Group International SHS (CGIE)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Loews Corporation (L)
Meta Platforms Cl A (META)
PAR Technology Corporation (PAR)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)

View all positions for Mendota Financial Group

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