JIM SAULNIER & ASSOCIATES, LLC
Position in IBTJ — iShares iBonds Dec 2029 Term Treasury ETF
CIK 2044420
FORT COLLINS, CO
All Filings in IBTJ
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 IBTJ | $1,281,244 | 58,657 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 IBTJ | $1,001,218 | 45,624 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 IBTJ | $735,119 | 33,483 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 IBTJ | $488,268 | 22,275 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 IBTJ | $255,666 | 11,744 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 IBTJ | $246,464 | 11,557 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 IBTJ | $621,703 | 28,125 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||