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Ishares Ibonds Dec 2027 Term T shares owned by Altus Wealth Group

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

Historical chart of Altus Wealth Group investment in Ishares Ibonds Dec 2027 Term T

Tip: Access up to 7 years of quarterly data

All positions including Ishares Ibonds Dec 2027 Term T held by Altus Wealth Group 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 Altus Wealth Group

Quarter filed Position value Share count Share price at filing
2024-12-31 $717k 32k 22.20
2024-09-30 $757k 33k 22.64
2024-06-30 $999k 45k 22.08
2024-03-31 $1.4M 61k 22.16
2023-12-31 $1.4M 64k 22.39
2023-09-30 $1.3M 60k 21.85
2023-06-30 $1.3M 58k 22.15
2023-03-31 $1.3M 55k 22.66

More positions owned by Altus Wealth Group

Ishares Tr Core S&p500 Etf (IVV)
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Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Ishares Tr Rus 1000 Grw Etf (IWF)
Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Builders FirstSource (BLDR)
Broadcom (AVGO)
NVIDIA Corporation (NVDA)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Alphabet Cap Stk Cl A (GOOGL)
Union Pacific Corporation (UNP)

View all positions for Altus Wealth Group

Top funds holding Ishares Ibonds Dec 2027 Term T

Hm Payson & Co
Morgan Stanley
GLOBALT Investments LLC / GA
TRUE Private Wealth Advisors
Wells Fargo & Company
Envestnet Asset Management
Goss Wealth Management
LPL Financial
Colony
Raymond James Financial
Obsidian Personal Planning Solutions
Kovitz Investment Group Partners
UBS Group
Integrated Wealth Concepts
Mercer Global Advisors

View all funds holding Ishares Ibonds Dec 2027 Term T