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Ishares Ibonds Dec 2026 Term T shares owned by Essential Planning

Quarter-by-quarter ownership of Ishares Ibonds Dec 2026 Term T (IBTG) shares owned by Essential Planning from 13F filings

Historical chart of Essential Planning investment in Ishares Ibonds Dec 2026 Term T

Tip: Access up to 7 years of quarterly data

All positions including Ishares Ibonds Dec 2026 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 2026 Term T by Essential Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.2M 53k 23.07
2024-06-30 $1.2M 55k 22.65
2024-03-31 $806k 35k 22.86
2023-09-30 $563k 25k 22.47

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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)
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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 2026 Term T

Hm Payson & Co
Morgan Stanley
Colony
Capital Investment Advisors
Bank of America Corporation
Wells Fargo & Company
Bailard
Northwestern Mutual Wealth Management Company
Goss Wealth Management
Monumental Financial Group
Integrated Wealth Concepts
LPL Financial
Stratos Wealth Partners
Raymond James Financial Services Advisors
Vista Private Wealth Partners

View all funds holding Ishares Ibonds Dec 2026 Term T