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Ishares Ibonds Dec 2027 Term T shares owned by Steward Financial Group

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

Historical chart of Steward Financial Group investment in Ishares Ibonds Dec 2027 Term T

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All positions including Ishares Ibonds Dec 2027 Term T held by Steward Financial Group 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 Steward Financial Group

Quarter filed Position value Share count Share price at filing
2023-09-30 $75k 3.4k 21.83
2023-06-30 $76k 3.4k 22.12
2023-03-31 $77k 3.4k 22.41

More positions owned by Steward Financial Group

Ishares Tr TRS FLT RT BD (TFLO)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Innovator Etfs Tr Us Eqty Pwr Buf (PFEB)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Intl Small Cap V (DISV)
Innovator Etfs Tr Us Eqty Pwr Buf (PJUL)
Innovator Etfs Tr Us Eqty Pwr Bf (PAUG)
Dimensional Etf Trust Us Real Estate E (DFAR)
Dimensional Etf Trust Us High Profitab (DUHP)
Innovator Etfs Tr Us Eqty Pwr Buf (PSEP)
Wisdomtree Tr Floatng Rat Trea (USFR)
Dimensional Etf Trust Short Duration F (DFSD)

View all positions for Steward Financial Group

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