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Ishares Ibonds Dec 2024 Term T shares owned by Crestmont Private Wealth

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

Historical chart of Crestmont Private Wealth 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 Crestmont Private Wealth 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 Crestmont Private Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.1M 44k 24.00
2024-06-30 $1.0M 43k 23.98
2024-03-31 $902k 38k 23.94

More positions owned by Crestmont Private Wealth

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Pimco Etf Tr Multisector Bd (PYLD)
Ishares Tr Core S&p Mcp Etf (IJH)
Dimensional Etf Trust Us Real Estate E (DFAR)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Us Treas Bd Etf (GOVT)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Spdr Ser Tr Portfli High Yld (SPHY)
Ishares Tr Ibonds Dec24 Etf (IBDP)
Ishares Tr Ibonds 24 Trm Ts (IBTE)
S&p Global (SPGI)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Crestmont Private Wealth

Top funds holding Ishares Ibonds Dec 2024 Term T

Bank of America Corporation
Hm Payson & Co
Morgan Stanley
Captrust Financial Advisors
Hills Bank And Trust Company
LPL Financial
Wells Fargo & Company
Renaissance Technologies
Goss Wealth Management
CliftonLarsonAllen Wealth Advisors
Capital Investment Advisors
First Western Trust Bank
Equitable Holdings
Connecticut Wealth Management
Campbell Wealth Management

View all funds holding Ishares Ibonds Dec 2024 Term T