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Ishares Ibonds Dec 2025 Term T shares owned by Transcend Wealth Collective

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

Historical chart of Transcend Wealth Collective investment in Ishares Ibonds Dec 2025 Term T

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All positions including Ishares Ibonds Dec 2025 Term T held by Transcend Wealth Collective 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 Transcend Wealth Collective

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.8M 246k 23.42
2024-06-30 $6.3M 273k 23.22
2024-03-31 $3.7M 161k 23.23
2023-12-31 $2.6M 113k 23.28

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View all positions for Transcend Wealth Collective

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