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Ishares Ibonds Dec 2027 Term T shares owned by Vista Private Wealth Partners

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

Historical chart of Vista Private Wealth Partners 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 Vista Private Wealth Partners 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 Vista Private Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $12M 547k 22.08
2024-06-30 $12M 547k 22.08
2023-09-30 $1.8M 82k 21.71
2023-06-30 $1.7M 76k 22.00
2023-03-31 $1.5M 68k 22.72
2022-12-31 $450k 20k 22.25

More positions owned by Vista Private Wealth Partners

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Ishares Tr Ibonds 24 Trm Ts (IBTE)
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)
Ishares Tr Ibonds 25 Trm Ts (IBTF)
Ishares Tr Ibonds 26 Trm Ts (IBTG)
Ishares Tr Ibonds 27 Trm Ts (IBTH)
Schwab Strategic Tr Fundamental Intl (FNDF)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Ishares Tr Ibonds 28 Trm Ts (IBTI)
Pimco Etf Tr Active Bd Etf (BOND)
Ishares Tr Ibonds 25 Trm Hg (IBHE)

View all positions for Vista Private Wealth Partners

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
Hm Payson & Co
Vista Private Wealth Partners
Commonwealth Equity Services

View all funds holding Ishares Ibonds Dec 2027 Term T