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Ishares Ibonds Dec 2029 Term T shares owned by Midwest Professional Planners

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

Historical chart of Midwest Professional Planners 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 Midwest Professional Planners 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 Midwest Professional Planners

Quarter filed Position value Share count Share price at filing
2025-09-30 $474k 22k 21.96
2025-06-30 $348k 16k 21.92
2025-03-31 $214k 9.8k 21.77

More positions owned by Midwest Professional Planners

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Short Treas Bd (SHV)
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Ishares Tr 3 7 Yr Treas Bd (IEI)
Lam Research Corp Com New (LRCX)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Ibonds 26 Trm Ts (IBTG)
Microsoft Corporation (MSFT)
Oracle Corporation (ORCL)
Capital One Financial (COF)
Eaton Corp SHS (ETN)
Costco Wholesale Corporation (COST)
Ishares Tr Core Us Aggbd Et (AGG)

View all positions for Midwest Professional Planners

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