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Ishares Ibonds Dec 2024 Term T shares owned by Colony Group

Quarter-by-quarter ownership of Ishares Ibonds Dec 2024 Term T (IBTE) shares owned by Colony Group from 13F filings

Historical chart of Colony Group investment in Ishares Ibonds Dec 2024 Term T

Tip: Access up to 7 years of quarterly data

All positions including Ishares Ibonds Dec 2024 Term T held by Colony Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Ibonds Dec 2024 Term T by Colony Group

Quarter filed Position value Share count Share price at filing
2023-09-30 $13M 556k 23.84
2023-06-30 $90M 3.8M 23.80
2023-03-31 $89M 3.7M 24.01
2022-12-31 $86M 3.6M 23.85
2022-09-30 $12M 519k 23.95

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Ishares Trust Core Msci Total Intl Stk E Etf (IXUS)
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Berkshire Hathaway Inc Class A Class A (BRK.A)
Microsoft Corp Common (MSFT)
Apple Common (AAPL)
Spdr Ser Tr Msci Usa Strtgic Etf (QUS)
Vanguard Dividend Appreciation Etf (VIG)
Ishares Russell 1000 Etf Etf (IWB)
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Alphabet Inc Class A Class A (GOOGL)
Jpmorgan Chase & Co Common (JPM)
Pepsico Common (PEP)
BERKSHIRE HATHAWAY INC - Class B Class B (BRK.B)
Vanguard Large-cap Index Fund Etf (VV)
Vanguard Extended Market Etf S &p Compl Etf (VXF)

View all positions for Colony Group

Top funds holding Ishares Ibonds Dec 2024 Term T

Captrust Financial Advisors
Bank of America Corporation
UBS Group
Wells Fargo & Company
Campbell Wealth Management
Hills Bank And Trust Company
InterOcean Capital Group
Royal Bank of Canada
Capital Investment Advisors
Stifel Financial
CliftonLarsonAllen Wealth Advisors
Ambassador Advisors
Rockefeller Capital Management
Financial Strategies Group
MV Capital Management

View all funds holding Ishares Ibonds Dec 2024 Term T