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

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

Historical chart of Shelton 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 Shelton 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 Shelton Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $6.5M 279k 23.32
2024-09-30 $5.0M 213k 23.42
2024-06-30 $4.1M 178k 23.22
2024-03-31 $2.9M 123k 23.23

More positions owned by Shelton Wealth Management

First Tr Exchange-traded First Tr Enh New (FTSM)
Ishares Tr Ibonds 26 Trm Ts (IBTG)
Ishares Tr Ibonds 27 Trm Ts (IBTH)
Ishares Tr Ibonds 25 Trm Ts (IBTF)
Ishares Tr Ibonds 28 Trm Ts (IBTI)
Ishares Tr Ibonds 29 Trm Ts (IBTJ)
Ishares Tr Rus Mid Cap Etf (IWR)
Ishares Tr Rus 1000 Etf (IWB)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr 3 7 Yr Treas Bd (IEI)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Ishares Msci Emrg Chn (EMXC)
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)

View all positions for Shelton Wealth Management

Top funds holding Ishares Ibonds Dec 2025 Term T

Essential Planning
Hm Payson & Co
Bank of America Corporation
Morgan Stanley
Capital Investment Advisors
Wells Fargo & Company
Stratos Wealth Advisors
LPL Financial
UBS Group
Hills Bank And Trust Company
Raymond James Financial
Captrust Financial Advisors
Golub Group
Raymond James Financial Services Advisors
Goss Wealth Management

View all funds holding Ishares Ibonds Dec 2025 Term T