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Ishares Ibonds Dec 2027 Term T shares owned by Austin Private Wealth

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

Historical chart of Austin Private Wealth 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 Austin Private Wealth 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 Austin Private Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.0M 44k 22.64
2024-06-30 $955k 43k 22.08
2024-03-31 $575k 26k 22.03
2023-12-31 $319k 14k 22.39

More positions owned by Austin Private Wealth

Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Eafe Grwth Etf (EFG)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr National Mun Etf (MUB)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr S&p 500 Val Etf (IVE)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Msci Emrg Chn (EMXC)
Apple Call Option (AAPL)

View all positions for Austin Private Wealth

Top funds holding Ishares Ibonds Dec 2027 Term T

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

View all funds holding Ishares Ibonds Dec 2027 Term T