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Ishares Ibonds Dec 2025 Term T shares owned by Essential Planning

Quarter-by-quarter ownership of Ishares Ibonds Dec 2025 Term T (IBTF) shares owned by Essential Planning from 13F filings

Historical chart of Essential Planning investment in Ishares Ibonds Dec 2025 Term T

Tip: Access up to 7 years of quarterly data

All positions including Ishares Ibonds Dec 2025 Term T held by Essential Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Ibonds Dec 2025 Term T by Essential Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.0M 130k 23.42
2024-06-30 $3.1M 132k 23.22
2024-03-31 $2.0M 86k 23.28
2023-09-30 $1.1M 46k 23.08

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Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Index Fds Total Stk Mkt (VTI)
Eli Lilly & Co. (LLY)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Ishares Tr Ibonds 24 Trm Ts (IBTE)
Ishares Tr Mbs Etf (MBB)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Pimco Etf Tr Active Bd Etf (BOND)
Ishares Tr 1 3 Yr Treas Bd (SHY)

View all positions for Essential Planning

Top funds holding Ishares Ibonds Dec 2025 Term T

Hm Payson & Co
Morgan Stanley
Bank of America Corporation
Wells Fargo & Company
Captrust Financial Advisors
GLOBALT Investments LLC / GA
Capital Investment Advisors
Hills Bank And Trust Company
Goss Wealth Management
LPL Financial
Raymond James Financial Services Advisors
Golub Group
Colony
Stratos Wealth Advisors
Integrated Wealth Concepts

View all funds holding Ishares Ibonds Dec 2025 Term T