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Ishares Ibonds Dec 2029 Term T shares owned by Shelton Wealth Management

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

Historical chart of Shelton 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 Shelton 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 Shelton Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.0M 227k 22.11
2024-06-30 $4.1M 193k 21.37
2024-03-31 $2.9M 133k 21.50

More positions owned by Shelton Wealth Management

Amazon Call Option (AMZN)
First Tr Exchange-traded First Tr Enh New (FTSM)
Alphabet Cap Stk Cl A Call Option (GOOGL)
Ishares Tr Rus Mid Cap Etf (IWR)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr Rus 1000 Etf (IWB)
Advanced Micro Devices Call Option (AMD)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Ibonds 29 Trm Ts (IBTJ)
Ishares Tr Ibonds 28 Trm Ts (IBTI)
Ishares Tr Ibonds 27 Trm Ts (IBTH)
Ishares Tr Ibonds 26 Trm Ts (IBTG)
Ishares Tr Ibonds 25 Trm Ts (IBTF)
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)

View all positions for Shelton Wealth Management

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