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iShares iBonds Dec 2033 Term Treasury ETF shares owned by Jim Saulnier & Associates

Quarter-by-quarter ownership of iShares iBonds Dec 2033 Term Treasury ETF (IBTO) shares owned by Jim Saulnier & Associates from 13F filings

Historical chart of Jim Saulnier & Associates investment in iShares iBonds Dec 2033 Term Treasury ETF

Tip: Access up to 7 years of quarterly data

All positions including iShares iBonds Dec 2033 Term Treasury ETF held by Jim Saulnier & Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares iBonds Dec 2033 Term Treasury ETF by Jim Saulnier & Associates

Quarter filed Position value Share count Share price at filing
2026-03-31 $340k 14k 24.39

More positions owned by Jim Saulnier & Associates

Ishares Tr Core 60/40 Balan (AOR)
Ishares Tr Core 80/20 Aggre (AOA)
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Total Stk Mkt (VTI)
Pgim Rock Etf Tr S&p 500 Buffer (PBJN)
Pgim Rock Etf Tr S&p 500 Buffer (PBJL)
Spdr Series Trust State Street Spd (BIL)
Ishares Tr Morningstar Valu (ILCV)
Pgim Rock Etf Tr S&p 500 Buffer (PBNV)
Ishares Tr Morningstar Grwt (ILCG)
Ishares Tr Morningstr Us Eq (ILCB)
Pgim Rock Etf Tr S&p 500 Buffer (PBMY)
Spdr Index Shs Fds State Street Spd (SPEM)
Vanguard Bd Index Fds Intermed Term (BIV)

View all positions for Jim Saulnier & Associates

Top funds holding iShares iBonds Dec 2033 Term Treasury ETF

GLOBALT Investments LLC / GA
Union Bankshares
Krilogy Financial
Confluence Investment Management
Morgan Stanley
Chatham Capital Group
Envestnet Asset Management
Cetera Investment Advisers
Ameriprise Financial
Wells Fargo & Company
Headland Capital
HighTower Advisors
Probity Advisors
UBS Group
Branch Banking & Trust Company

View all funds holding iShares iBonds Dec 2033 Term Treasury ETF