Allworth Financial LP
Position in IBTJ — iShares iBonds Dec 2029 Term Treasury ETF
CIK 1555170
FOLSOM, CA
All Filings in IBTJ
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 IBTJ | $1,659,609 | 75,979 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 IBTJ | $1,614,844 | 73,586 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 IBTJ | $1,315,521 | 59,919 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 IBTJ | $1,313,424 | 59,919 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 IBTJ | $199,870 | 9,181 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 IBTJ | $202,042 | 9,474 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 IBTJ | $20,955 | 948 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 IBTJ | $20,258 | 948 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 IBTJ | $20,382 | 948 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 IBTJ | $20,647 | 948 | Shares | Sole | 2024-01-24 | |
| No filing history on record for this holder in this stock. | ||||||