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Ishares Ibonds Dec 2027 Term T shares owned by Financial Advisory Corp

Quarter-by-quarter ownership of Ishares Ibonds Dec 2027 Term T (IBTH) shares owned by Financial Advisory Corp from 13F filings

Historical chart of Financial Advisory Corp investment in Ishares Ibonds Dec 2027 Term T

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All positions including Ishares Ibonds Dec 2027 Term T held by Financial Advisory Corp 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 Financial Advisory Corp

Quarter filed Position value Share count Share price at filing
2025-09-30 $18M 813k 22.52
2025-06-30 $18M 783k 22.49
2025-03-31 $17M 777k 22.42
2024-12-31 $413k 19k 22.20

More positions owned by Financial Advisory Corp

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Ishares Tr TRS FLT RT BD (TFLO)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Ibonds 26 Trm Ts (IBTG)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Ishares Tr Ibonds 28 Trm Ts (IBTI)
Ishares Tr Ibonds 27 Trm Ts (IBTH)
Ishares Tr U.s. Real Es Etf (IYR)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr Global Energ Etf (IXC)
Vanguard Scottsdale Fds Vng Rus2000val (VTWV)

View all positions for Financial Advisory Corp

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