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

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

Historical chart of Connecticut 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 Connecticut Wealth Management 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 Connecticut Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $17M 723k 23.42
2024-06-30 $15M 636k 23.22
2024-03-31 $9.9M 425k 23.23
2023-12-31 $1.4M 60k 23.28
2023-09-30 $246k 11k 23.08

More positions owned by Connecticut Wealth Management

Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Core Msci Emkt (IEMG)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Connecticut 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