1858 Wealth Management »

Ishares Ibonds Dec 2027 Term T shares owned by 1858 Wealth Management

Quarter-by-quarter ownership of Ishares Ibonds Dec 2027 Term T (IBTH) shares owned by 1858 Wealth Management from 13F filings

Historical chart of 1858 Wealth Management investment in Ishares Ibonds Dec 2027 Term T

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All positions including Ishares Ibonds Dec 2027 Term T held by 1858 Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Ibonds Dec 2027 Term T by 1858 Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.9M 126k 22.63
2024-06-30 $2.7M 124k 22.08
2024-03-31 $2.8M 126k 22.39

More positions owned by 1858 Wealth Management

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Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Meta Platforms Cl A (META)
Cme (CME)
Ametek (AME)
Amazon (AMZN)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Ibonds 25 Trm Ts (IBTF)
Ishares Tr Ibonds 27 Trm Ts (IBTH)
Ishares Tr Ibonds 29 Trm Ts (IBTJ)
Palo Alto Networks (PANW)
Alphabet Cap Stk Cl C (GOOG)
Ge Vernova (GEV)
Uber Technologies (UBER)

View all positions for 1858 Wealth Management

Top funds holding Ishares Ibonds Dec 2027 Term T

GLOBALT Investments LLC / GA
Morgan Stanley
Bank of America Corporation
Confluence Investment Management
Goss Wealth Management
Wells Fargo & Company
Stratos Wealth Partners
Raymond James Financial Services Advisors
Journey Advisory Group
Envestnet Asset Management
Hm Payson & Co
Vista Private Wealth Partners
Commonwealth Equity Services
Capital Investment Advisors
TMD Wealth Management

View all funds holding Ishares Ibonds Dec 2027 Term T