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Ishares Ibonds Dec 2029 Term T shares owned by PFG Private Wealth Management

Quarter-by-quarter ownership of Ishares Ibonds Dec 2029 Term T (IBTJ) shares owned by PFG Private Wealth Management from 13F filings

Historical chart of PFG Private Wealth Management 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 PFG Private Wealth Management 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 PFG Private Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $10M 394k 25.35

More positions owned by PFG Private Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Series Trust State Street Spd (SPYG)
Ishares Tr Ibonds Dec 2032 (IBDX)
Ishares Tr Ibonds Dec 2034 (IBDZ)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Ibonds Dec 2030 (IBDV)
Ishares Tr Ibonds Dec 2031 (IBDW)
Ishares Tr Ibonds Dec 2033 (IBTO)
Vanguard World Mega Cap Val Etf (MGV)
Ishares Tr Ibonds Dec 2029 (IBTJ)
Ishares Tr Ibds Dec28 Etf (IBDT)
Ishares Tr Ibonds 27 Etf (IBDS)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for PFG Private Wealth Management

Top funds holding Ishares Ibonds Dec 2029 Term T

Morgan Stanley
Bank of America Corporation
Mercer Global Advisors
Wells Fargo & Company
TRUE Private Wealth Advisors
Brookstone Capital Management
Financial Advisory Corp
Raymond James Financial
Asset Advisors Investment Management
Envestnet Asset Management
United Capital Financial Advisers
Hengehold Capital Management
Ameriprise Financial
Stifel Financial
Atwood & Palmer

View all funds holding Ishares Ibonds Dec 2029 Term T