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Ishares Ibonds Dec 2027 Term T shares owned by HPM Partners

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

Historical chart of HPM 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 HPM 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 HPM Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $420k 19k 22.16
2023-12-31 $346k 15k 22.39
2023-09-30 $298k 14k 21.85
2023-06-30 $302k 14k 22.15
2023-03-31 $274k 12k 22.66
2022-12-31 $220k 9.9k 22.25
2022-09-30 $303k 14k 22.17
2022-06-30 $229k 9.9k 23.15
2021-12-31 $745k 30k 25.13

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View all positions for HPM Partners

Top funds holding Ishares Ibonds Dec 2027 Term T

GLOBALT Investments LLC / GA
Morgan Stanley
Goss Wealth Management
Bank of America Corporation
Wells Fargo & Company
Stratos Wealth Partners
Raymond James Financial Services Advisors
Journey Advisory Group
UBS Group
Commonwealth Equity Services
FinTrust Capital Advisors
TMD Wealth Management
MV Capital Management
Capital Investment Advisors
Envestnet Asset Management

View all funds holding Ishares Ibonds Dec 2027 Term T