Independent Advisor Alliance
Position in IBTJ — iShares iBonds Dec 2029 Term Treasury ETF
CIK 1696899
CHARLOTTE, NC
All Filings in IBTJ
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 IBTJ | $2,909,683 | 133,209 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 IBTJ | $396,919 | 18,087 | Shares | Sole | 2026-02-04 | |
| No filing history on record for this holder in this stock. | ||||||