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

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

Historical chart of Mission 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 Mission 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 Mission Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $2.5M 109k 22.89
2026-03-31 $653k 29k 22.92

More positions owned by Mission Wealth Management

Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Vanguard Index Fds Small Cp Etf (VB)
Apple Call Option (Principal) (AAPL)
NVIDIA Corporation Call Option (Principal) (NVDA)
Microsoft Corporation Put Option (Principal) (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Msci Eafe (IEFA)
Amazon Call Option (Principal) (AMZN)
Goldman Sachs Etf Tr S&p 500 Premium (GPIX)
Broadcom Call Option (Principal) (AVGO)
Ishares Tr Core S&p Scp Etf (IJR)
Alphabet Cap Stk Cl C Put Option (Principal) (GOOG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for Mission Wealth Management

Top funds holding Ishares Ibonds Dec 2026 Term T

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

View all funds holding Ishares Ibonds Dec 2026 Term T