Steward Partners Investment Advisory, LLC
Position in IBTJ — iShares iBonds Dec 2029 Term Treasury ETF
CIK 1723397
STAMFORD, CT
All Filings in IBTJ
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 IBTJ | $114,238 | 5,230 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 IBTJ | $114,596 | 5,222 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 IBTJ | $185,146 | 8,433 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 IBTJ | $208,634 | 9,518 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 IBTJ | $195,951 | 9,001 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 IBTJ | $288,668 | 13,536 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 IBTJ | $139,128 | 6,294 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 IBTJ | $38,038 | 1,780 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 IBTJ | $38,270 | 1,780 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 IBTJ | $38,768 | 1,780 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 IBTJ | $37,380 | 1,780 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 IBTJ | $18,147 | 839 | Shares | Sole | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||