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Ishares Ibonds Dec 2029 Term T shares owned by Probity Advisors

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

Historical chart of Probity 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 Probity 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 Probity Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $6.1M 277k 22.11
2024-06-30 $5.2M 244k 21.37
2024-03-31 $3.9M 182k 21.50
2023-12-31 $2.1M 96k 21.78

More positions owned by Probity Advisors

Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Sp Smcp600vl Etf (IJS)
Ishares Tr S&P SML 600 GWT (IJT)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Ishares Tr Jpmorgan Usd Emg (EMB)
Microsoft Corporation (MSFT)
Ishares Tr Ibds Dec28 Etf (IBDT)
Ishares Tr Ibonds 27 Etf (IBDS)

View all positions for Probity Advisors

Top funds holding Ishares Ibonds Dec 2029 Term T

Atwood & Palmer
Raymond James Financial Services Advisors
Hengehold Capital Management
Wells Fargo & Company
Commonwealth Equity Services
Journey Advisory Group
Bank of America Corporation
Waycross Investment Management
Confluence Investment Management
Probity Advisors
Fagan Associates
Spreng Capital Management
Shelton Wealth Management
D.A. Davidson & Co.
Whalen Wealth Management

View all funds holding Ishares Ibonds Dec 2029 Term T