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Ishares Ibonds Dec 2024 Term T shares owned by Heritage Wealth Management

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

Historical chart of Heritage Wealth Management 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 Heritage Wealth Management 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 Heritage Wealth Management

Quarter filed Position value Share count Share price at filing
2022-12-31 $654k 27k 23.85

More positions owned by Heritage Wealth Management

Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Ishares Tr Rusel 2500 Etf (SMMD)
Ishares Tr Broad Usd High (USHY)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Jpmorgan Usd Emg (EMB)
Xpel (XPEL)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Kla Corp Com New (KLAC)
Broadcom (AVGO)
Ishares Core Msci Emkt (IEMG)
Accenture Plc Ireland Shs Class A (ACN)

View all positions for Heritage Wealth Management

Top funds holding Ishares Ibonds Dec 2024 Term T

Captrust Financial Advisors
Granite Bay Wealth Management
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

View all funds holding Ishares Ibonds Dec 2024 Term T