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Ishares Ibonds Dec 2027 Term T shares owned by Ellis Investment Partners

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

Historical chart of Ellis Investment 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 Ellis Investment Partners 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 Ellis Investment Partners

Quarter filed Position value Share count Share price at filing
2026-06-30 $843k 38k 22.37

More positions owned by Ellis Investment Partners

Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Growth Etf (VUG)
Apple (AAPL)
Ishares Tr Select Divid Etf (DVY)
Cohen & Steers REIT/P (RNP)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Sp Smcp600vl Etf (IJS)
Alphabet Cap Stk Cl C (GOOG)
Goldman Sachs Etf Tr S&p 500 Premium (GPIX)
Goldman Sachs Etf Tr Nasda 100 Etf (GPIQ)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Ellis Investment Partners

Top funds holding Ishares Ibonds Dec 2027 Term T

Hm Payson & Co
Bank of America Corporation
Morgan Stanley
GLOBALT Investments LLC / GA
Kovitz Investment Group Partners
Wells Fargo & Company
Mercer Global Advisors
Envestnet Asset Management
Raymond James Financial
LPL Financial
Goss Wealth Management
Brookstone Capital Management
UBS Group
United Capital Financial Advisers
Connecticut Wealth Management

View all funds holding Ishares Ibonds Dec 2027 Term T