Jim Saulnier & Associates »

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Ibonds Dec 2027 Term T by Jim Saulnier & Associates

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.2M 96k 22.52
2025-06-30 $2.0M 88k 22.49
2025-03-31 $1.5M 69k 22.42
2024-12-31 $1.4M 64k 22.20
2024-09-30 $895k 40k 22.64

More positions owned by Jim Saulnier & Associates

Ishares Tr Core 60/40 Balan (AOR)
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)
Ishares Tr Core 80/20 Aggre (AOA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Pgim Rock Etf Tr S&p 500 Buffer (PBJN)
Pgim Rock Etf Tr S&p 500 Buffer (PBJL)
Ishares Tr Morningstar Grwt (ILCG)
Ishares Tr Morningstr Us Eq (ILCB)
Ishares Tr Morningstar Valu (ILCV)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Intrm Gov Cr Etf (GVI)
Pgim Rock Etf Tr S&p 500 Buffer (PBMY)
Pgim Rock Etf Tr S&p 500 Buffer (PBAU)

View all positions for Jim Saulnier & Associates

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