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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
2025-09-30 $5.6M 251k 22.52
2025-06-30 $5.7M 252k 22.49
2025-03-31 $6.2M 277k 22.42
2024-12-31 $6.2M 281k 22.20
2024-09-30 $6.1M 269k 22.64
2024-06-30 $5.8M 264k 22.08

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Spdr S&p 500 Etf Tr Tr Unit (SPY)
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Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Core Msci Emkt (IEMG)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
World Gold Tr Spdr Gld Minis (GLDM)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Ishares Tr Core S&p Scp Etf (IJR)
Victory Portfolios Ii Core Intermediat (UITB)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Apple (AAPL)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
Ishares Tr Core Msci Intl (IDEV)

View all positions for MBL Wealth

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