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Ishares Ibonds Dec 2025 Term T shares owned by A. Montag and Associates

Quarter-by-quarter ownership of Ishares Ibonds Dec 2025 Term T (IBTF) shares owned by A. Montag and Associates from 13F filings

Historical chart of A. Montag and Associates 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 A. Montag and Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Ibonds Dec 2025 Term T by A. Montag and Associates

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.4M 62k 23.28
2023-09-30 $1.3M 58k 23.08
2023-06-30 $1.3M 58k 23.13
2023-03-31 $1.4M 58k 23.53
2022-12-31 $1.3M 55k 23.28

More positions owned by A. Montag and Associates

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Alphabet Cap Stk Cl C (GOOG)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Coca-Cola Company (KO)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Rus 1000 Etf (IWB)
Home Depot (HD)
Amazon (AMZN)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Core S&p Scp Etf (IJR)
Adobe Systems Incorporated (ADBE)

View all positions for A. Montag and Associates

Top funds holding Ishares Ibonds Dec 2025 Term T

Captrust Financial Advisors
Wells Fargo & Company
GLOBALT Investments LLC / GA
Colony
Bank of America Corporation
UBS Group
Capital Investment Advisors
Royal Bank of Canada
Hills Bank And Trust Company
Advisor Group Holdings
Raymond James Financial Services Advisors
CliftonLarsonAllen Wealth Advisors
InterOcean Capital Group
MV Capital Management
Journey Advisory Group

View all funds holding Ishares Ibonds Dec 2025 Term T