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Ishares Ibonds Dec 2026 Term T shares owned by Liberty Wealth Management

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

Historical chart of Liberty Wealth Management 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 Liberty Wealth Management 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 Liberty Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $312k 14k 22.95
2025-06-30 $309k 14k 22.93

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Blackrock Etf Trust Etf (DYNF)
Dimensional Etf Trust Etf (DUHP)
Ishares Tr Etf (IVV)
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View all positions for Liberty Wealth Management

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