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Ishares Ibonds Dec 2027 Term T shares owned by MBL Wealth

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

Historical chart of MBL Wealth 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 MBL Wealth 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 MBL Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $6.1M 269k 22.64
2024-06-30 $5.8M 264k 22.08

More positions owned by MBL Wealth

Spdr S&p 500 Etf Tr Put Put Option (Principal) (SPY)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Tr Core S&p Mcp Etf (IJH)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Ishares Core Msci Emkt (IEMG)
World Gold Tr Spdr Gld Minis (GLDM)
Ishares Tr Core S&p Scp Etf (IJR)
Victory Portfolios Ii Core Intermediat (UITB)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)
Pacer Fds Tr Trendp Us Lar Cp (PTLC)

View all positions for MBL Wealth

Top funds holding Ishares Ibonds Dec 2027 Term T

GLOBALT Investments LLC / GA
Bank of America Corporation
Confluence Investment Management
Goss Wealth Management
Wells Fargo & Company
Stratos Wealth Partners
Envestnet Asset Management
Integrated Wealth Concepts
Raymond James Financial Services Advisors
Capital Investment Advisors
Journey Advisory Group
Northwestern Mutual Wealth Management Company
Vista Private Wealth Partners
UBS Group
Hm Payson & Co

View all funds holding Ishares Ibonds Dec 2027 Term T