CAPTRUST FINANCIAL ADVISORS
Position in IBHI — iShares iBonds 2029 Term High Yield and Income ETF
CIK 1512024
RALEIGH, NC
All Filings in IBHI
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 IBHI | $385,077 | 16,539 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 IBHI | $383,491 | 16,229 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 IBHI | $297,624 | 12,479 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 IBHI | $285,819 | 12,065 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 IBHI | $342,355 | 14,744 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 IBHI | $345,746 | 14,744 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||