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Ishares Ibonds Dec 2027 Term T shares owned by Vista Private Wealth Partners

Quarter-by-quarter ownership of Ishares Ibonds Dec 2027 Term T (IBTH) shares owned by Vista Private Wealth Partners from 13F filings

Historical chart of Vista Private Wealth Partners investment in Ishares Ibonds Dec 2027 Term T

Tip: Access up to 7 years of quarterly data

All positions including Ishares Ibonds Dec 2027 Term T held by Vista Private Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Ibonds Dec 2027 Term T by Vista Private Wealth Partners

Quarter filed Position value Share count Share price at filing
2023-09-30 $1.8M 82k 21.71
2023-06-30 $1.7M 76k 22.00
2023-03-31 $1.5M 68k 22.72
2022-12-31 $450k 20k 22.25

More positions owned by Vista Private Wealth Partners

Schwab Us Large Cap Growth Etf Us Lcap Gr Etf (SCHG)
Schwab International Equity Etf Intl Eqt Etf
Charles Schwab Us Mc Etf Us Mid-cap Etf (SCHM)
Schwab Us Large Cap Value Etf Us Lcap Va Etf (SCHV)
Ishares Ibonds Term Treasury Etf Us Treas Bd Etf
Spdr Doubleline Ttl Rtrnttcl Etf Spdr Tr Tactic (TOTL)
Schwab Us Dividend Equity Etf Us Dividend Eq (SCHD)
Schwab Us Large Cap Etf Us Lrg Cap Etf (SCHX)
Vaneck Morningstar Wide Moat Etf Mrngstr Wde Moat (MOAT)
Ishares Core Us Aggregate Bond Etf Core Us Aggbd Et (AGG)
Vaneck Morningstar Smid Moat Etf Morningstar Smid (SMOT)
Schwab Us Small Cap Etf Us Sml Cap Etf (SCHA)
Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO)
Vanguard Total Stock Market Etf Total Stk Mkt (VTI)
Pimco Active Bond Etf Active Bd Etf

View all positions for Vista Private Wealth Partners

Top funds holding Ishares Ibonds Dec 2027 Term T

GLOBALT Investments LLC / GA
Morgan Stanley
Goss Wealth Management
Bank of America Corporation
Wells Fargo & Company
Stratos Wealth Partners
Raymond James Financial Services Advisors
Journey Advisory Group
UBS Group
Commonwealth Equity Services
FinTrust Capital Advisors
TMD Wealth Management
MV Capital Management
Capital Investment Advisors
Envestnet Asset Management

View all funds holding Ishares Ibonds Dec 2027 Term T