Money Concepts Capital Corp »

Ishares Ibonds Dec 2027 Term T shares owned by Money Concepts Capital Corp

Quarter-by-quarter ownership of Ishares Ibonds Dec 2027 Term T (IBTH) shares owned by Money Concepts Capital Corp from 13F filings

Historical chart of Money Concepts Capital Corp 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 Money Concepts Capital Corp 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 Money Concepts Capital Corp

Quarter filed Position value Share count Share price at filing
2025-09-30 $210k 9.3k 22.52
2025-06-30 $209k 9.3k 22.49

More positions owned by Money Concepts Capital Corp

Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Listed Fds Tr Roundhill Magnif (MAGS)
Ishares Tr Us Sml Cp Value (SVAL)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
Ishares Tr Rus Mdcp Val Etf (IWS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Vanguard Whitehall Fds High Div Yld (VYM)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Microsoft Corporation (MSFT)
Spdr Series Trust Portfoli S&p1500 (SPTM)
NVIDIA Corporation (NVDA)
Spdr Series Trust Portfolio Agrgte (SPAB)
Ishares Tr Core Msci Eafe (IEFA)
Select Sector Spdr Tr Technology (XLK)

View all positions for Money Concepts Capital Corp

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