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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
2024-09-30 $21M 925k 23.07
2024-06-30 $14M 635k 22.65

More positions owned by Monumental Financial Group

Ishares Tr Core S&p500 Etf (IVV)
Vanguard World Inf Tech Etf (VGT)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Fidelity Covington Trust Msci Consm Dis (FDIS)
Ishares Tr Ibonds Dec 2030 (IBDV)
Ishares Tr Ibonds 26 Trm Ts (IBTG)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Ibds Dec28 Etf (IBDT)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Fidelity Covington Trust Msci Hlth Care I (FHLC)
Vanguard World Consum Stp Etf (VDC)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Fidelity Covington Trust Msci Utils Index (FUTY)

View all positions for Monumental Financial Group

Top funds holding Ishares Ibonds Dec 2026 Term T

Hm Payson & Co
Morgan Stanley
Colony
Capital Investment Advisors
Bank of America Corporation
Wells Fargo & Company
Bailard
Northwestern Mutual Wealth Management Company
Goss Wealth Management
Monumental Financial Group
Integrated Wealth Concepts
LPL Financial
Stratos Wealth Partners
Raymond James Financial Services Advisors
MV Capital Management

View all funds holding Ishares Ibonds Dec 2026 Term T