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Ishares Ibonds Dec 2027 Term T shares owned by Conrad Siegel Investment Advisors

Quarter-by-quarter ownership of Ishares Ibonds Dec 2027 Term T (IBTH) shares owned by Conrad Siegel Investment Advisors from 13F filings

Historical chart of Conrad Siegel Investment 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 Conrad Siegel Investment 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 Conrad Siegel Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $705k 31k 22.63
2024-06-30 $491k 22k 22.08

More positions owned by Conrad Siegel Investment Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr U S Equity Factr (LRGF)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust World Ex Us Core (DFAX)
Vanguard World Extended Dur (EDV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Fidelity Covington Trust Msci Utils Index (FUTY)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard Index Fds Value Etf (VTV)
Apple (AAPL)
Microsoft Corporation (MSFT)

View all positions for Conrad Siegel Investment Advisors

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