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Ishares Ibonds Dec 2027 Term T shares owned by CFG Asset Management

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

Historical chart of CFG Asset Management 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 CFG Asset 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 CFG Asset Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.2M 52k 22.37

More positions owned by CFG Asset Management

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Select Sector Spdr Tr St Str Techn Etf (XLK)
Select Sector Spdr Tr St Str Indl Etf (XLI)
Invesco Exchange Traded Fd T Dors Wri Mom Etf (PDP)
State Str Spdr S&p 500 Etf T Tr Unit Put Option (SPY)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
JPMorgan Chase & Co. (JPM)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for CFG Asset Management

Top funds holding Ishares Ibonds Dec 2027 Term T

Hm Payson & Co
Bank of America Corporation
Morgan Stanley
Kovitz Investment Group Partners
GLOBALT Investments LLC / GA
Mercer Global Advisors
Integrated Wealth Concepts
Goss Wealth Management
Envestnet Asset Management
Wells Fargo & Company
LPL Financial
Raymond James Financial
UBS Group
Brookstone Capital Management
United Capital Financial Advisers

View all funds holding Ishares Ibonds Dec 2027 Term T