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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
2024-03-31 $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

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Ishares Tr Ibonds 25 Trm Ts (IBTF)

View all positions for Altus Wealth Group

Top funds holding Ishares Ibonds Dec 2027 Term T

GLOBALT Investments LLC / GA
Bank of America Corporation
Wells Fargo & Company
Stratos Wealth Partners
Raymond James Financial Services Advisors
Journey Advisory Group
Commonwealth Equity Services
FinTrust Capital Advisors
MV Capital Management
Capital Investment Advisors
UBS Group
Steward Partners Investment Advisory
Legacy Private Trust
MKT Advisors
InterOcean Capital Group

View all funds holding Ishares Ibonds Dec 2027 Term T