Focus Partners Wealth
Position in IBTJ — iShares iBonds Dec 2029 Term Treasury ETF
CIK 1542153
ST LOUIS, MO
All Filings in IBTJ
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 IBTJ | $350,776 | 16,059 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 IBTJ | $428,980 | 19,548 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 IBTJ | $395,694 | 18,023 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 IBTJ | $391,206 | 17,847 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||