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Ishares Ibonds Dec 2025 Term T shares owned by Crestmont Private Wealth

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

Historical chart of Crestmont Private Wealth 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 Crestmont Private Wealth 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 Crestmont Private Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $608k 26k 23.42
2024-06-30 $422k 18k 23.22
2024-03-31 $362k 16k 23.23

More positions owned by Crestmont Private Wealth

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Pimco Etf Tr Multisector Bd (PYLD)
Ishares Tr Core S&p Mcp Etf (IJH)
Dimensional Etf Trust Us Real Estate E (DFAR)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Us Treas Bd Etf (GOVT)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Spdr Ser Tr Portfli High Yld (SPHY)
Ishares Tr Ibonds Dec24 Etf (IBDP)
Ishares Tr Ibonds 24 Trm Ts (IBTE)
S&p Global (SPGI)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Crestmont Private Wealth

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