Sigma Planning »

Ishares Ibonds Dec 2027 Term T shares owned by Sigma Planning

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

Historical chart of Sigma Planning 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 Sigma Planning 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 Sigma Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $780k 34k 22.64
2024-06-30 $765k 35k 22.07
2024-03-31 $1.8M 83k 22.16
2023-12-31 $431k 19k 22.39

More positions owned by Sigma Planning

Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Alphabet Cap Stk Cl C (GOOG)
Schwab Strategic Tr Us Dividend Eq (SCHD)

View all positions for Sigma Planning

Top funds holding Ishares Ibonds Dec 2027 Term T

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

View all funds holding Ishares Ibonds Dec 2027 Term T