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Ishares Ibonds Dec 2027 Term T shares owned by Blake Schutter Theil Wealth Advisors

Quarter-by-quarter ownership of Ishares Ibonds Dec 2027 Term T (IBTH) shares owned by Blake Schutter Theil Wealth Advisors from 13F filings

Historical chart of Blake Schutter Theil Wealth Advisors 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 Blake Schutter Theil Wealth Advisors 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 Blake Schutter Theil Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $509k 23k 22.52
2025-06-30 $540k 24k 22.49
2025-03-31 $539k 24k 22.42
2024-12-31 $483k 22k 22.20

More positions owned by Blake Schutter Theil Wealth Advisors

Schwab Strategic Tr 1000 Index Etf (SCHK)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Divid Etf (DIVB)
Ishares Tr Core High Dv Etf (HDV)
Apple (AAPL)
Vanguard Whitehall Fds High Div Yld (VYM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Msci Usa Min Vol (USMV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Usa Mmentm (MTUM)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Nuveen Muni Value Fund (NUV)

View all positions for Blake Schutter Theil Wealth Advisors

Top funds holding Ishares Ibonds Dec 2027 Term T

Hm Payson & Co
Morgan Stanley
GLOBALT Investments LLC / GA
TRUE Private Wealth Advisors
Wells Fargo & Company
Envestnet Asset Management
Goss Wealth Management
LPL Financial
Colony
Raymond James Financial
Obsidian Personal Planning Solutions
Kovitz Investment Group Partners
UBS Group
Integrated Wealth Concepts
Mercer Global Advisors

View all funds holding Ishares Ibonds Dec 2027 Term T