1858 Wealth Management »

Ishares Ibonds Dec 2025 Term T shares owned by 1858 Wealth Management

Quarter-by-quarter ownership of Ishares Ibonds Dec 2025 Term T (IBTF) shares owned by 1858 Wealth Management from 13F filings

Historical chart of 1858 Wealth Management investment in Ishares Ibonds Dec 2025 Term T

Tip: Access up to 7 years of quarterly data

All positions including Ishares Ibonds Dec 2025 Term T held by 1858 Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Ibonds Dec 2025 Term T by 1858 Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.9M 122k 23.42
2024-06-30 $2.8M 120k 23.22
2024-03-31 $2.8M 121k 23.28

More positions owned by 1858 Wealth Management

Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Meta Platforms Cl A (META)
Cme (CME)
Ametek (AME)
Amazon (AMZN)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Ibonds 25 Trm Ts (IBTF)
Ishares Tr Ibonds 27 Trm Ts (IBTH)
Ishares Tr Ibonds 29 Trm Ts (IBTJ)
Palo Alto Networks (PANW)
Alphabet Cap Stk Cl C (GOOG)
Ge Vernova (GEV)
Uber Technologies (UBER)

View all positions for 1858 Wealth Management

Top funds holding Ishares Ibonds Dec 2025 Term T

Hm Payson & Co
Morgan Stanley
Bank of America Corporation
Wells Fargo & Company
Captrust Financial Advisors
GLOBALT Investments LLC / GA
Capital Investment Advisors
Hills Bank And Trust Company
Goss Wealth Management
LPL Financial
Raymond James Financial Services Advisors
Golub Group
Colony
Stratos Wealth Advisors
Integrated Wealth Concepts

View all funds holding Ishares Ibonds Dec 2025 Term T