WealthTrust DunckerStreett »

Ishares Ibonds Dec 2029 Term T shares owned by WealthTrust DunckerStreett

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

Historical chart of WealthTrust DunckerStreett 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 WealthTrust DunckerStreett 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 WealthTrust DunckerStreett

Quarter filed Position value Share count Share price at filing
2025-09-30 $578k 26k 21.96
2025-06-30 $612k 28k 21.92
2025-03-31 $608k 28k 21.77
2024-12-31 $596k 28k 21.33
2024-09-30 $414k 19k 22.11
2024-06-30 $400k 19k 21.37

More positions owned by WealthTrust DunckerStreett

Broadcom (AVGO)
Microsoft Corporation (MSFT)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl A (GOOGL)
Mastercard Incorporated Cl A (MA)
Abbvie (ABBV)
JPMorgan Chase & Co. (JPM)
Amazon (AMZN)
HEICO Corporation (HEI)
Axon Enterprise (AXON)
Thermo Fisher Scientific (TMO)
Danaher Corporation (DHR)
Lowe's Companies (LOW)
Palo Alto Networks (PANW)

View all positions for WealthTrust DunckerStreett

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