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Ishares Ibonds Dec 2026 Term T shares owned by Connecticut Wealth Management

Quarter-by-quarter ownership of Ishares Ibonds Dec 2026 Term T (IBTG) shares owned by Connecticut Wealth Management from 13F filings

Historical chart of Connecticut Wealth Management investment in Ishares Ibonds Dec 2026 Term T

Tip: Access up to 7 years of quarterly data

All positions including Ishares Ibonds Dec 2026 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 2026 Term T by Connecticut Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $24M 1.0M 22.95
2025-06-30 $19M 835k 22.93
2025-03-31 $9.4M 408k 22.94
2024-12-31 $2.0M 90k 22.81
2024-09-30 $208k 9.0k 23.07

More positions owned by Connecticut Wealth Management

Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Mcp Etf (IJH)
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 Core Msci Emkt (IEMG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Small Cp Etf (VB)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Raytheon Technologies Corp (RTX)

View all positions for Connecticut Wealth Management

Top funds holding Ishares Ibonds Dec 2026 Term T

Hm Payson & Co
Kovitz Investment Group Partners
Morgan Stanley
Colony
Bailard
Wells Fargo & Company
Capital Investment Advisors
Goss Wealth Management
Raymond James Financial
UBS Group
LPL Financial
Financial Advisory Corp
Stratos Wealth Advisors
Golub Group
Integrated Wealth Concepts

View all funds holding Ishares Ibonds Dec 2026 Term T