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Ishares Ibonds Dec 2027 Term T shares owned by Highland Financial Advisors

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

Historical chart of Highland Financial 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 Highland Financial 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 Highland Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $256k 11k 22.64
2024-06-30 $250k 11k 22.11
2024-03-31 $251k 11k 22.20
2023-12-31 $253k 11k 22.38

More positions owned by Highland Financial Advisors

Spdr Ser Tr Portfolio S&p500 (SPLG)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Avantis Core Fi (AVIG)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Goldman Sachs Etf Tr Innovat Eq Etf (GINN)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Gold Tr Ishares New (IAU)
Vanguard Index Fds Total Stk Mkt (VTI)
American Centy Etf Tr Avantis Respon U (AVSU)
American Centy Etf Tr Avantis Emgmkt (AVEM)

View all positions for Highland Financial Advisors

Top funds holding Ishares Ibonds Dec 2027 Term T

GLOBALT Investments LLC / GA
Bank of America Corporation
Confluence Investment Management
Goss Wealth Management
Wells Fargo & Company
Stratos Wealth Partners
Envestnet Asset Management
Integrated Wealth Concepts
Raymond James Financial Services Advisors
Capital Investment Advisors
Journey Advisory Group
Northwestern Mutual Wealth Management Company
Vista Private Wealth Partners
UBS Group
Hm Payson & Co

View all funds holding Ishares Ibonds Dec 2027 Term T