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Ishares Ibonds Dec 2024 Term T shares owned by CWM

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

Historical chart of CWM investment in Ishares Ibonds Dec 2024 Term T

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All positions including Ishares Ibonds Dec 2024 Term T held by CWM 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 CWM

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.1M 128k 24.00
2024-06-30 $3.2M 135k 23.98
2024-03-31 $3.3M 140k 23.94
2023-12-31 $2.6M 108k 23.86
2023-09-30 $2.8M 119k 23.84
2023-06-30 $3.6M 151k 23.80
2023-03-31 $3.7M 153k 24.01
2022-12-31 $3.0k 146 20.55

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Ishares Tr Core S&p500 Etf (IVV)
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Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Ser Tr Portfolio S&p500 (SPLG)
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Blackrock Etf Trust Us Eqt Factor (DYNF)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Microsoft Corporation (MSFT)
Ishares Tr Eafe Value Etf (EFV)
Pimco Etf Tr Active Bd Etf (BOND)
Spdr Ser Tr Portfolio S&p400 (SPMD)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for CWM

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