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Ishares Ibonds Dec 2028 Term T shares owned by Wealth Advisory Solutions

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

Historical chart of Wealth Advisory Solutions 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 Wealth Advisory Solutions 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 Wealth Advisory Solutions

Quarter filed Position value Share count Share price at filing
2025-09-30 $484k 22k 22.39
2025-06-30 $463k 21k 22.36
2025-03-31 $447k 20k 22.25

More positions owned by Wealth Advisory Solutions

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr Series Trust Portfolio S&p500 (SPLG)
Eli Lilly & Co. (LLY)
Ishares Tr Msci Eafe Etf (EFA)
Apple (AAPL)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)
World Gold Tr Spdr Gld Minis (GLDM)
Pepsi (PEP)
Ishares Tr National Mun Etf (MUB)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Air Products & Chemicals (APD)
Uber Technologies (UBER)

View all positions for Wealth Advisory Solutions

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