Independent Advisor Alliance »

Ishares Ibonds Dec 2026 Term T shares owned by Independent Advisor Alliance

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

Historical chart of Independent Advisor Alliance 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 Independent Advisor Alliance consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Ibonds Dec 2026 Term T by Independent Advisor Alliance

Quarter filed Position value Share count Share price at filing
2025-09-30 $459k 20k 22.95
2025-06-30 $282k 12k 22.93
2025-03-31 $242k 11k 22.94
2024-12-31 $2.9M 127k 22.81

More positions owned by Independent Advisor Alliance

NVIDIA Corporation (NVDA)
Apple (AAPL)
Ameris Ban (ABCB)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Broadcom (AVGO)
Alphabet Cap Stk Cl C (GOOG)
Alphabet Cap Stk Cl A (GOOGL)
Meta Platforms Cl A (META)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
JPMorgan Chase & Co. (JPM)
Tesla Motors (TSLA)
Spdr Gold Tr Gold Shs (GLD)
Advanced Micro Devices (AMD)
Home Depot (HD)

View all positions for Independent Advisor Alliance

Top funds holding Ishares Ibonds Dec 2026 Term T

Hm Payson & Co
Kovitz Investment Group Partners
Morgan Stanley
Colony
Bailard
Wells Fargo & Company
Capital Investment Advisors
Goss Wealth Management
Raymond James Financial
UBS Group
LPL Financial
Financial Advisory Corp
Stratos Wealth Advisors
Golub Group
Integrated Wealth Concepts

View all funds holding Ishares Ibonds Dec 2026 Term T