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Ishares Ibonds Dec 2027 Term T shares owned by Portland Global Advisors

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

Historical chart of Portland Global 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 Portland Global 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 Portland Global Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.7M 121k 22.52
2025-06-30 $2.6M 114k 22.49
2025-03-31 $2.4M 107k 22.42
2024-12-31 $2.1M 96k 22.20

More positions owned by Portland Global Advisors

Spdr S&p 500 Etf (SPY)
iShares S&P MidCap 400 Index (IJH)
Vanguard Sht Term Govt Bond ETF (VGSH)
iShares S&P 500 Index (IVV)
Spdr Ser Tr shrt trsry etf (SPTS)
SPDR S&P MidCap 400 ETF (MDY)
Vanguard Intmdte Tm Govt Bd ETF (VGIT)
SPDR Barclays Capital Inter Term (SPTI)
Ishares Core Msci Eafe Etf core msci eafe (IEFA)
Vanguard Emerging Markets ETF (VWO)
iShares MSCI EAFE Index Fund (EFA)
Vanguard Europe Pacific ETF (VEA)
Ishares Tr cmn (STIP)
Vanguard Malvern Fds strm infproidx (VTIP)
Microsoft Corporation (MSFT)

View all positions for Portland Global Advisors

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