CAPTRUST FINANCIAL ADVISORS
Position in IBTJ — iShares iBonds Dec 2029 Term Treasury ETF
CIK 1512024
RALEIGH, NC
All Filings in IBTJ
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 IBTJ | $1,994,112 | 91,293 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 IBTJ | $2,091,863 | 95,323 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 IBTJ | $2,079,775 | 94,729 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 IBTJ | $2,061,685 | 94,055 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 IBTJ | $1,552,636 | 71,320 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 IBTJ | $1,055,423 | 49,490 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 IBTJ | $359,780 | 16,276 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||