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Ishares Ibonds Dec 2029 Term T shares owned by Old Port Advisors

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

Historical chart of Old Port 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 Old Port 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 Old Port Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.1M 52k 21.33
2024-09-30 $738k 33k 22.11
2024-06-30 $578k 27k 21.37
2024-03-31 $267k 12k 21.50

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View all positions for Old Port Advisors

Top funds holding Ishares Ibonds Dec 2029 Term T

Atwood & Palmer
Wells Fargo & Company
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
Legacy Private Trust
Shelton Wealth Management
Probity Advisors
Fagan Associates
Spreng Capital Management

View all funds holding Ishares Ibonds Dec 2029 Term T