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Ishares Ibonds Dec 2028 Term T shares owned by Steward Partners Investment Advisory

Quarter-by-quarter ownership of Ishares Ibonds Dec 2028 Term T (IBTI) shares owned by Steward Partners Investment Advisory from 13F filings

Historical chart of Steward Partners Investment Advisory investment in Ishares Ibonds Dec 2028 Term T

Tip: Access up to 7 years of quarterly data

All positions including Ishares Ibonds Dec 2028 Term T held by Steward Partners Investment Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Ibonds Dec 2028 Term T by Steward Partners Investment Advisory

Quarter filed Position value Share count Share price at filing
2024-03-31 $6.1M 279k 21.94
2023-12-31 $6.0M 270k 22.22
2023-09-30 $154k 7.1k 21.55
2023-06-30 $167k 7.6k 22.00
2023-03-31 $161k 7.2k 22.49

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 2028 Term T

Wells Fargo & Company
Branch Banking & Trust Company
Atwood & Palmer
Raymond James Financial Services Advisors
Horizon Advisory Services
Stratos Wealth Partners
Commonwealth Equity Services
Bank of America Corporation
Journey Advisory Group
InterOcean Capital Group
Pineridge Advisors
Trust
Royal Bank of Canada
UBS Group
Legacy Private Trust

View all funds holding Ishares Ibonds Dec 2028 Term T