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Ishares Ibonds Dec 2027 Term T shares owned by Lido Advisors

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

Historical chart of Lido 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 Lido 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 Lido Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $1.8M 81k 22.08
2024-03-31 $1.6M 70k 22.16
2023-12-31 $1.7M 78k 22.39
2023-09-30 $2.3M 103k 21.85
2023-06-30 $632k 26k 24.81
2023-03-31 $689k 30k 22.66

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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