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Ishares Ibonds Dec 2028 Term T shares owned by Heartwood Wealth Advisors

Quarter-by-quarter ownership of Ishares Ibonds Dec 2028 Term T (IBTI) shares owned by Heartwood Wealth Advisors from 13F filings

Historical chart of Heartwood Wealth Advisors investment in Ishares Ibonds Dec 2028 Term T

Tip: Access up to 7 years of quarterly data

All positions including Ishares Ibonds Dec 2028 Term T held by Heartwood Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Ibonds Dec 2028 Term T by Heartwood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $29M 1.3M 22.28

More positions owned by Heartwood Wealth Advisors

Vanguard Large-cap Etf Etf (VV)
Vanguard Small-cap Etf Etf (VB)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Schwab Emerging Markets Equity Etf Etf (SCHE)
Vanguard Russell 1000 Etf Etf (VONE)
Vanguard Mid-cap Etf Etf (VO)
Invesco S&p Ultra Dividend Revenue Etf Etf (RDIV)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Vaneck Junior Gold Miners Etf Etf (GDXJ)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
State Street Spdr Portfolio Short Term Treasury Etf Etf (SPTS)
Ishares Ibonds Dec 2028 Term Treasury Etf Etf (IBTI)
Ishares S&p Small-cap 600 Value Etf Etf (IJS)
Ishares S&p Small-cap 600 Growth Etf Etf (IJT)
Vanguard Tax-exempt Bond Etf Etf (VTEB)

View all positions for Heartwood Wealth Advisors

Top funds holding Ishares Ibonds Dec 2028 Term T

Colony
Wells Fargo & Company
Mercer Global Advisors
Raymond James Financial
Brookstone Capital Management
Heartwood Wealth Advisors
Asset Advisors Investment Management
United Capital Financial Advisers
UBS Group
Financial Advisory Corp
Stratos Wealth Partners
Atwood & Palmer
Horizon Advisory Services
LPL Financial
Journey Advisory Group

View all funds holding Ishares Ibonds Dec 2028 Term T