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

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

Historical chart of Modera Wealth 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 Modera 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 Modera Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $250k 11k 22.64

More positions owned by Modera Wealth Management

EQT Corporation (EQT)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Tr Eafe Value Etf (EFV)

View all positions for Modera Wealth Management

Top funds holding Ishares Ibonds Dec 2027 Term T

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

View all funds holding Ishares Ibonds Dec 2027 Term T