Journey Advisory Group »

Ishares Ibonds Dec 2027 Term T shares owned by Journey Advisory Group

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

Historical chart of Journey Advisory Group 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 Journey Advisory Group 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 Journey Advisory Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $15M 671k 22.08
2024-06-30 $15M 671k 22.08
2024-03-31 $14M 641k 22.16
2023-12-31 $14M 617k 22.39

More positions owned by Journey Advisory Group

Ishares Tr Core S&p Mcp Etf (IJH)
Microsoft Corporation (MSFT)
Apple (AAPL)
Procter & Gamble Company (PG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Eli Lilly & Co. (LLY)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Msci Usa Mmentm (MTUM)
Ishares Tr Ibonds 27 Trm Ts (IBTH)
JPMorgan Chase & Co. (JPM)
Ishares Tr Ibonds Dec2026 (IBDR)
Ishares Tr Ibonds 28 Trm Ts (IBTI)

View all positions for Journey Advisory Group

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
Hm Payson & Co
Vista Private Wealth Partners
Commonwealth Equity Services

View all funds holding Ishares Ibonds Dec 2027 Term T