Autumn Glory Partners »

Ishares Ibonds Dec 2027 Term T shares owned by Autumn Glory Partners

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

Historical chart of Autumn Glory Partners 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 Autumn Glory Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Ibonds Dec 2027 Term T by Autumn Glory Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $293k 13k 22.64
2024-06-30 $286k 13k 22.08
2024-03-31 $284k 13k 22.16
2023-12-31 $287k 13k 22.40
2023-09-30 $264k 12k 21.85

More positions owned by Autumn Glory Partners

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Microsoft Corporation (MSFT)
Oneok (OKE)
Ishares Tr Core Div Grwth (DGRO)
Williams Companies (WMB)
Unilever Spon Adr New (UL)
Apple (AAPL)
Oracle Corporation (ORCL)
Johnson & Johnson (JNJ)
Raytheon Technologies Corp (RTX)
White Mountains Insurance Gp (WTM)
Graham Hldgs Com Cl B (GHC)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Autumn Glory Partners

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