R. M. Davis »

Ishares Ibonds Dec 2026 Term T shares owned by R. M. Davis

Quarter-by-quarter ownership of Ishares Ibonds Dec 2026 Term T (IBTG) shares owned by R. M. Davis from 13F filings

Historical chart of R. M. Davis investment in Ishares Ibonds Dec 2026 Term T

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All positions including Ishares Ibonds Dec 2026 Term T held by R. M. Davis 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 R. M. Davis

Quarter filed Position value Share count Share price at filing
2026-06-30 $251k 11k 22.89

More positions owned by R. M. Davis

State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Apple (AAPL)
Alphabet Cap Stk Cl A (GOOGL)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p Mcp Etf (IJH)
Palo Alto Networks (PANW)
Amphenol Corp Cl A (APH)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Small Cp Etf (VB)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
JPMorgan Chase & Co. (JPM)
Costco Wholesale Corporation (COST)
Visa Com Cl A (V)

View all positions for R. M. Davis

Top funds holding Ishares Ibonds Dec 2026 Term T

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

View all funds holding Ishares Ibonds Dec 2026 Term T