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iShares iBonds Dec 2033 Term Treasury ETF shares owned by JPL Wealth Management

Quarter-by-quarter ownership of iShares iBonds Dec 2033 Term Treasury ETF (IBTO) shares owned by JPL Wealth Management from 13F filings

Historical chart of JPL Wealth Management 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 JPL Wealth Management 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 JPL Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $430k 17k 24.65
2025-06-30 $455k 19k 24.51
2025-03-31 $455k 19k 24.40
2024-12-31 $242k 10k 23.63

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View all positions for JPL Wealth Management

Top funds holding iShares iBonds Dec 2033 Term Treasury ETF

GLOBALT Investments LLC / GA
Federation des caisses Desjardins du Quebec
Union Bankshares
Krilogy Financial
Confluence Investment Management
Morgan Stanley
Chatham Capital Group
Envestnet Asset Management
Cetera Investment Advisers
Wells Fargo & Company
Headland Capital
UBS Group
HighTower Advisors
Probity Advisors
Accretive Wealth Partners

View all funds holding iShares iBonds Dec 2033 Term Treasury ETF