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Ishares Ibonds Dec 2029 Term T shares owned by Summitpoint Capital Management

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

Historical chart of Summitpoint Capital 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 Summitpoint Capital 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 Summitpoint Capital Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.8M 80k 21.94

More positions owned by Summitpoint Capital Management

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Msci Acwi Ex Us (ACWX)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Ssga Active Etf Tr State Street Dou (TOTL)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ishares Tr Hdg Msci Eafe (HEFA)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Ishares Tr S&p Mc 400gr Etf (IJK)
Ishares Tr Us Sml Cap Eqt (SMLF)
Ishares Tr Msci Emg Mkt Etf (EEM)
Ishares Tr Ibonds 28 Trm Ts (IBTI)

View all positions for Summitpoint Capital Management

Top funds holding Ishares Ibonds Dec 2029 Term T

Wells Fargo & Company
Mercer Global Advisors
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
Stifel Financial
Atwood & Palmer
UBS Group
Commonwealth Equity Services
Benjamin Edwards

View all funds holding Ishares Ibonds Dec 2029 Term T