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Ishares Ibonds Dec 2026 Term T shares owned by Lifeworks Advisors

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

Historical chart of Lifeworks Advisors 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 Lifeworks Advisors 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 Lifeworks Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $525k 23k 22.89

More positions owned by Lifeworks Advisors

Spdr Index Shs Fds St Str Po Ex Etf (SPDW)
Ishares Tr Us Treas Bd Etf (GOVT)
Dell Technologies CL C (DELL)
Seagate Technology Hldngs Pl Ord Shs (STX)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Ishares Tr Mbs Etf (MBB)
Ishares Gold Tr Ishares New (IAU)
Corning Incorporated (GLW)
Fidelity Covington Trust Msci Info Tech I (FTEC)
Microsoft Corporation (MSFT)
Hewlett Packard Enterprise (HPE)
Jabil Circuit (JBL)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)

View all positions for Lifeworks Advisors

Top funds holding Ishares Ibonds Dec 2026 Term T

Hm Payson & Co
Bank of America Corporation
Kovitz Investment Group Partners
Goss Wealth Management
LPL Financial
Mercer Global Advisors
Wells Fargo & Company
Connecticut Wealth Management
United Capital Financial Advisers
Integrated Wealth Concepts
Financial Advisory Corp
Golub Group
SRS Capital Advisors
UBS Group
Envestnet Asset Management

View all funds holding Ishares Ibonds Dec 2026 Term T