Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Strategic Financial Concepts »

Ishares Ibonds Dec 2028 Term T shares owned by Strategic Financial Concepts

Quarter-by-quarter ownership of Ishares Ibonds Dec 2028 Term T (IBTI) shares owned by Strategic Financial Concepts from 13F filings

Historical chart of Strategic Financial Concepts 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 Strategic Financial Concepts consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Quarterly reported holdings in Ishares Ibonds Dec 2028 Term T by Strategic Financial Concepts

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$280k	13k	22.39
2025-06-30	$280k	13k	22.36
2025-03-31	$279k	13k	22.25
2024-12-31	$271k	12k	21.90
2024-09-30	$278k	12k	22.51
2024-06-30	$12M	273k	45.24
2024-03-31	$271k	12k	21.94

More positions owned by Strategic Financial Concepts

Spdr Series Trust Prtflo S&p500 Gw (SPYG)

Spdr Series Trust Portfli Intrmdit (SPTI)

Spdr Series Trust Prtflo S&p500 Vl (SPYV)

Spdr Series Trust Port Mtg Bk Etf (SPMB)

Spdr Series Trust Portfolio Intrmd (SPIB)

Spdr Index Shs Fds Portfolio Devlpd (SPDW)

Spdr Series Trust Portfolio S&p600 (SPSM)

Spdr Index Shs Fds Portfolio Emg Mk (SPEM)

T Rowe Price Etf Ultra Shrt Trm (TBUX)

Vanguard Specialized Funds Div App Etf (VIG)

Vaneck Etf Trust Ig Floating Rate (FLTR)

Spdr Series Trust Bloomberg 1-3 Mo (BIL)

Vanguard Index Fds Total Stk Mkt (VTI)

Select Sector Spdr Tr Financial (XLF)

Tesla Motors (TSLA)

View all positions for Strategic Financial Concepts

Top funds holding Ishares Ibonds Dec 2028 Term T

Morgan Stanley

Colony

Wells Fargo & Company

Raymond James Financial

Mercer Global Advisors

Asset Advisors Investment Management

Stratos Wealth Partners

Atwood & Palmer

UBS Group

Envestnet Asset Management

Horizon Advisory Services

Financial Advisory Corp

Journey Advisory Group

United Capital Financial Advisers

Vista Private Wealth Partners

View all funds holding Ishares Ibonds Dec 2028 Term T

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z