Steward Partners Investment Advisory »

Ishares Ibonds Dec 2024 Term T shares owned by Steward Partners Investment Advisory

Quarter-by-quarter ownership of Ishares Ibonds Dec 2024 Term T (IBTE) shares owned by Steward Partners Investment Advisory from 13F filings

Historical chart of Steward Partners Investment Advisory investment in Ishares Ibonds Dec 2024 Term T

Tip: Access up to 7 years of quarterly data

All positions including Ishares Ibonds Dec 2024 Term T held by Steward Partners Investment Advisory 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 2024 Term T by Steward Partners Investment Advisory

Quarter filed Position value Share count Share price at filing
2024-03-31 $10M 420k 23.94
2023-12-31 $9.3M 392k 23.86
2023-09-30 $964k 40k 23.84
2023-06-30 $968k 41k 23.80
2023-03-31 $1.1M 46k 24.01
2022-12-31 $1.2M 49k 23.85

More positions owned by Steward Partners Investment Advisory

Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Alphabet Cap Stk Cl A (GOOGL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
JPMorgan Chase & Co. (JPM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Us Aggbd Et (AGG)
Home Depot (HD)
Ishares Tr Rus 1000 Grw Etf (IWF)
Wisdomtree Tr Us Qtly Div Grt (DGRW)

View all positions for Steward Partners Investment Advisory

Top funds holding Ishares Ibonds Dec 2024 Term T

Captrust Financial Advisors
Bank of America Corporation
Morgan Stanley
UBS Group
LPL Financial
Wells Fargo & Company
Hills Bank And Trust Company
InterOcean Capital Group
Goss Wealth Management
Capital Investment Advisors
Royal Bank of Canada
First Western Trust Bank
CliftonLarsonAllen Wealth Advisors
Northwestern Mutual Wealth Management Company
Ambassador Advisors

View all funds holding Ishares Ibonds Dec 2024 Term T