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Ishares Ibonds Dec 2024 Term T shares owned by Wealthsource Partners

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

Historical chart of Wealthsource Partners 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 Wealthsource Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Ibonds Dec 2024 Term T by Wealthsource Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.9M 122k 23.86
2023-09-30 $2.4M 100k 23.84
2023-06-30 $2.4M 99k 23.80
2023-03-31 $2.3M 98k 24.01
2022-12-31 $2.3M 96k 23.85
2022-09-30 $1.5M 63k 23.96
2022-06-30 $614k 25k 24.44

More positions owned by Wealthsource Partners

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Esg Awr Msci Usa (ESGU)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr Mbs Etf (MBB)
Apple (AAPL)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr TRS FLT RT BD (TFLO)
Ishares Tr Msci Intl Vlu Ft (IVLU)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)
First Tr Exchange-traded First Tr Enh New (FTSM)

View all positions for Wealthsource Partners

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