Blake Schutter Theil Wealth Advisors, LLC
Position in IBTJ — iShares iBonds Dec 2029 Term Treasury ETF
CIK 2042011
DAYTON, OH
All Filings in IBTJ
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 IBTJ | $599,393 | 27,441 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 IBTJ | $605,199 | 27,578 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 IBTJ | $530,279 | 24,153 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 IBTJ | $529,433 | 24,153 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 IBTJ | $537,893 | 24,708 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 IBTJ | $477,105 | 22,372 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||