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Ishares Ibonds Dec 2027 Term T shares owned by D.A. Davidson & Co.

Quarter-by-quarter ownership of Ishares Ibonds Dec 2027 Term T (IBTH) shares owned by D.A. Davidson & Co. from 13F filings

Historical chart of D.A. Davidson & Co. investment in Ishares Ibonds Dec 2027 Term T

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All positions including Ishares Ibonds Dec 2027 Term T held by D.A. Davidson & Co. 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 D.A. Davidson & Co.

Quarter filed Position value Share count Share price at filing
2024-06-30 $1.7M 78k 22.08
2024-03-31 $1.5M 69k 22.16
2023-12-31 $1.0M 46k 22.39
2023-09-30 $1.1M 49k 21.85
2023-06-30 $989k 45k 22.15
2023-03-31 $974k 43k 22.66
2022-12-31 $811k 36k 22.25

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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Ser Tr Portfolio Intrmd (SPIB)
Ishares Tr Rus 2000 Val Etf (IWN)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Rus 1000 Grw Etf (IWF)
Costco Wholesale Corporation (COST)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Ishares Tr Rus 2000 Grw Etf (IWO)

View all positions for D.A. Davidson & Co.

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