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Ishares Ibonds Dec 2026 Term T shares owned by Monumental Financial Group

Quarter-by-quarter ownership of Ishares Ibonds Dec 2026 Term T (IBTG) shares owned by Monumental Financial Group from 13F filings

Historical chart of Monumental Financial Group 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 Monumental Financial Group 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 Monumental Financial Group

Quarter filed Position value Share count Share price at filing
2024-06-30 $14M 635k 22.65

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Ishares Tr Ibonds Dec 2030 (IBDV)
Vanguard Bd Index Fds Short Trm Bond (BSV)
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Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Fidelity Covington Trust Msci Utils Index (FUTY)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Monumental Financial Group

Top funds holding Ishares Ibonds Dec 2026 Term T

Morgan Stanley
Hm Payson & Co
Colony
Capital Investment Advisors
Bank of America Corporation
Goss Wealth Management
InterOcean Capital Group
Wells Fargo & Company
Northwestern Mutual Wealth Management Company
Bailard
UBS Group
Confluence Investment Management
Monumental Financial Group
Integrated Wealth Concepts
Stratos Wealth Partners

View all funds holding Ishares Ibonds Dec 2026 Term T