Obsidian Personal Planning Solutions »

Ishares Ibonds Dec 2027 Term T shares owned by Obsidian Personal Planning Solutions

Quarter-by-quarter ownership of Ishares Ibonds Dec 2027 Term T (IBTH) shares owned by Obsidian Personal Planning Solutions from 13F filings

Historical chart of Obsidian Personal Planning Solutions 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 Obsidian Personal Planning Solutions 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 Obsidian Personal Planning Solutions

Quarter filed Position value Share count Share price at filing
2025-09-30 $27M 1.2M 22.52
2025-06-30 $8.1M 362k 22.49
2025-03-31 $7.1M 314k 22.57

More positions owned by Obsidian Personal Planning Solutions

Ishares Tr Ibonds 27 Trm Ts (IBTH)
Spdr Series Trust Portfolio Intrmd (SPIB)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Value Etf (VTV)
J P Morgan Exchange Traded F Income Etf (JPIE)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Ishares Tr Eafe Grwth Etf (EFG)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Spdr Series Trust Aerospace Def (XAR)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV)
Ishares Tr Fltg Rate Nt Etf (FLOT)

View all positions for Obsidian Personal Planning Solutions

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