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Ishares Ibonds Dec 2027 Term T shares owned by SWMG

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

Historical chart of SWMG 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 SWMG 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 SWMG

Quarter filed Position value Share count Share price at filing
2026-09-30 $32M 1.4M 22.33

More positions owned by SWMG

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Ibonds 27 Trm Ts (IBTH)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Val Etf (IVE)
Blackrock Etf Trust Isha In Ctry Etf (CORO)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds MRNGSTR TTL STK (VTI)
Ishares Tr Msci Acwi Ex Us (ACWX)
Blackrock Etf Trust Isha La Core Etf (BLCR)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Core Msci Total (IXUS)
Blackrock Etf Trust Isha I In Te Etf (BAI)

View all positions for SWMG

Top funds holding Ishares Ibonds Dec 2027 Term T

Hm Payson & Co
Bank of America Corporation
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
Connecticut Wealth Management
United Capital Financial Advisers
SRS Capital Advisors

View all funds holding Ishares Ibonds Dec 2027 Term T