Koss-Olinger Consulting »

Ishares Ibonds Dec 2027 Term T shares owned by Koss-Olinger Consulting

Quarter-by-quarter ownership of Ishares Ibonds Dec 2027 Term T (IBTH) shares owned by Koss-Olinger Consulting from 13F filings

Historical chart of Koss-Olinger Consulting 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 Koss-Olinger Consulting 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 Koss-Olinger Consulting

Quarter filed Position value Share count Share price at filing
2024-09-30 $493k 22k 22.63
2024-06-30 $471k 21k 22.08

More positions owned by Koss-Olinger Consulting

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
J P Morgan Exchange Traded F Diversfd Eqt Etf (JPSE)
Vanguard Bd Index Fds Long Term Bond (BLV)
Ishares Tr Broad Usd High (USHY)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Tesla Motors (TSLA)
Ishares Tr S&p 500 Val Etf (IVE)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Pacer Fds Tr Trendp Us Lar Cp (PTLC)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr Intrm Gov Cr Etf (GVI)
Pimco Etf Tr Active Bd Etf (BOND)
Vaneck Etf Trust Emerging Mrkt Hi (HYEM)

View all positions for Koss-Olinger Consulting

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