Portland Global Advisors »

Ishares Ibonds Dec 2028 Term T shares owned by Portland Global Advisors

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

Historical chart of Portland Global 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 Portland Global Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Ibonds Dec 2028 Term T by Portland Global Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.2M 141k 22.37

More positions owned by Portland Global Advisors

Spdr S&p 500 Etf (SPY)
iShares S&P MidCap 400 Index (IJH)
Spdr Ser Tr shrt trsry etf (SPTS)
Vanguard Sht Term Govt Bond ETF (VGSH)
iShares S&P 500 Index (IVV)
SPDR S&P MidCap 400 ETF (MDY)
SPDR Barclays Capital Inter Term (SPTI)
Vanguard Intmdte Tm Govt Bd ETF (VGIT)
Ishares Core Msci Eafe Etf core msci eafe (IEFA)
Vanguard Emerging Markets ETF (VWO)
iShares MSCI EAFE Index Fund (EFA)
Vanguard Europe Pacific ETF (VEA)
Vanguard Total Stock Market ETF (VTI)
Ishares Tr cmn (STIP)
Vanguard Malvern Fds strm infproidx (VTIP)

View all positions for Portland Global Advisors

Top funds holding Ishares Ibonds Dec 2028 Term T

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

View all funds holding Ishares Ibonds Dec 2028 Term T