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

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

Historical chart of Modera 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 Modera 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 Modera Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.2M 53k 22.95
2025-06-30 $652k 28k 22.93
2025-03-31 $653k 28k 22.94
2024-12-31 $549k 24k 22.81

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Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Msci Eafe (IEFA)
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Ishares Tr Core S&p Scp Etf (IJR)
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Ishares Tr Rus 1000 Grw Etf (IWF)
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View all positions for Modera 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