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Ishares Ibonds Dec 2027 Term T shares owned by Jim Saulnier & Associates

Quarter-by-quarter ownership of Ishares Ibonds Dec 2027 Term T (IBTH) shares owned by Jim Saulnier & Associates from 13F filings

Historical chart of Jim Saulnier & Associates 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 Jim Saulnier & Associates 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 Jim Saulnier & Associates

Quarter filed Position value Share count Share price at filing
2024-09-30 $895k 40k 22.64

More positions owned by Jim Saulnier & Associates

Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Tr Grwt Allocat Etf (AOR)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Aggres Alloc Etf (AOA)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Intrm Gov Cr Etf (GVI)
Ishares Tr Morningstar Valu (ILCV)
Ishares Tr Morningstar Grwt (ILCG)
Ishares Tr Morningstr Us Eq (ILCB)
Pgim Rock Etf Tr Pgim Us Larg Cap (PBJL)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Pgim Rock Etf Tr Pgim Us Large Ca (PBMY)
Pgim Rock Etf Tr Pgim Us Larg Cap (PBJN)
Ishares Tr Mrgstr Md Cp Val (IMCV)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Jim Saulnier & Associates

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