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Ishares Ibonds Dec 2027 Term T shares owned by Asset Dedication

Quarter-by-quarter ownership of Ishares Ibonds Dec 2027 Term T (IBTH) shares owned by Asset Dedication from 13F filings

Historical chart of Asset Dedication investment in Ishares Ibonds Dec 2027 Term T

Tip: Access up to 7 years of quarterly data

All positions including Ishares Ibonds Dec 2027 Term T held by Asset Dedication consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Ibonds Dec 2027 Term T by Asset Dedication

Quarter filed Position value Share count Share price at filing
2024-12-31 $854k 39k 22.20
2024-09-30 $2.6M 115k 22.63
2024-06-30 $3.4M 152k 22.08

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Dimensional Etf Trust Us Core Equity 2 (DFAC)
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Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us Equity Market (DFUS)
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Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p Ttl Stk (ITOT)

View all positions for Asset Dedication

Top funds holding Ishares Ibonds Dec 2027 Term T

Hm Payson & Co
Morgan Stanley
GLOBALT Investments LLC / GA
Bank of America Corporation
Wells Fargo & Company
Goss Wealth Management
Confluence Investment Management
Envestnet Asset Management
Stratos Wealth Partners
Integrated Wealth Concepts
Raymond James Financial
Essential Planning
UBS Group
Raymond James Financial Services Advisors
Northwestern Mutual Wealth Management Company

View all funds holding Ishares Ibonds Dec 2027 Term T