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Ishares Ibonds Dec 2027 Term T shares owned by Lokken Investment Group

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

Historical chart of Lokken Investment 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 Lokken Investment Group 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 Lokken Investment Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $210k 9.3k 22.52
2025-06-30 $210k 9.3k 22.49

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Vanguard Index Fds Growth Etf (VUG)
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Unified Ser Tr Ballast Smlmd Cp (MGMT)
Vanguard Index Fds Small Cp Etf (VB)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
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Vanguard Index Fds Mid Cap Etf (VO)
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Natixis Etf Tr Gateway Quality (GQI)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)

View all positions for Lokken Investment Group

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