Spectrum Wealth Counsel »

Ishares Ibonds Dec 2029 Term T shares owned by Spectrum Wealth Counsel

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

Historical chart of Spectrum Wealth Counsel 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 Spectrum Wealth Counsel consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Ibonds Dec 2029 Term T by Spectrum Wealth Counsel

Quarter filed Position value Share count Share price at filing
2025-03-31 $115k 5.3k 21.77
2024-12-31 $112k 5.3k 21.33
2024-09-30 $51k 2.3k 22.11
2024-06-30 $49k 2.3k 21.37

More positions owned by Spectrum Wealth Counsel

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Select Sector Spdr Tr Technology (XLK)
Apple (AAPL)
First Tr Exchange-traded Ft Vest Ris (RDVI)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Core Total Usd (IUSB)
Microsoft Corporation (MSFT)
Eli Lilly & Co Call Call Option (Principal) (LLY)
Select Sector Spdr Tr Financial (XLF)
Ishares Tr S&p 500 Val Etf (IVE)
TJX Companies (TJX)
Meta Platforms Call Call Option (Principal) (META)
Visa Com Cl A (V)
JPMorgan Chase & Co. (JPM)

View all positions for Spectrum Wealth Counsel

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