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

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

Historical chart of Trinity 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 Trinity 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 Trinity Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $812k 35k 22.95
2025-06-30 $731k 32k 22.93
2025-03-31 $672k 29k 22.94
2024-12-31 $652k 29k 22.81
2024-09-30 $238k 10k 23.07
2024-06-30 $233k 10k 22.65
2024-03-31 $234k 10k 22.71

More positions owned by Trinity Wealth Management

Spdr Series Trust Portfolio Agrgte (SPAB)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Msci Usa Mmentm (MTUM)
Ishares Tr Msci Usa Sze Ft (SIZE)
Ishares Tr Core Intl Aggr (IAGG)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Core Msci Total (IXUS)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Select Sector Spdr Tr Technology (XLK)
Spdr Series Trust Portfolio S&p500 (SPLG)
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)
Ishares Tr Morningstar Grwt (ILCG)
Ishares Tr Ibonds 25 Trm Ts (IBTF)
Spdr Series Trust Portfoli S&p1500 (SPTM)

View all positions for Trinity 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