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Ishares Ibonds Dec 2027 Term T shares owned by Swan Wealth Advisors

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

Historical chart of Swan Wealth 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 Swan Wealth 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 Swan Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $353k 16k 22.37

More positions owned by Swan Wealth Advisors

Spdr S&p 500 Etf Tr SPY Put Put Option
Spdr S&p 500 Etf Tr Spy (SPY)
Ishares Tr Ivv (IVV)
Select Sector Spdr Tr XLK (XLK)
Pacer Fds Tr Psmo (PSMO)
Pacer Fds Tr PSMD (PSMD)
Pacer Fds Tr PSMJ (PSMJ)
Pacer Fds Tr PSMR (PSMR)
Pacer Fds Tr PSCW (PSCW)
Pacer Fds Tr PSCQ (PSCQ)
Listed Fd Tr Hegd (HEGD)
Pacer Fds Tr PSCJ (PSCJ)
Pacer Fds Tr PSFD (PSFD)
Select Sector Spdr Tr XLF (XLF)
Pacer Fds Tr Psfo (PSFO)

View all positions for Swan Wealth Advisors

Top funds holding Ishares Ibonds Dec 2027 Term T

Hm Payson & Co
Bank of America Corporation
Morgan Stanley
Kovitz Investment Group Partners
GLOBALT Investments LLC / GA
Mercer Global Advisors
Goss Wealth Management
Envestnet Asset Management
Wells Fargo & Company
LPL Financial
Raymond James Financial
UBS Group
Brookstone Capital Management
United Capital Financial Advisers
SRS Capital Advisors

View all funds holding Ishares Ibonds Dec 2027 Term T