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Ishares Ibonds Dec 2027 Term T shares owned by Captrust Financial Advisors

Quarter-by-quarter ownership of Ishares Ibonds Dec 2027 Term T (IBTH) shares owned by Captrust Financial Advisors from 13F filings

Historical chart of Captrust Financial Advisors 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 Captrust Financial Advisors 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 Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $3.6M 161k 22.20
2024-09-30 $1.7M 75k 22.63
2024-06-30 $1.7M 77k 22.08
2024-03-31 $1.8M 80k 22.16
2023-12-31 $425k 19k 22.39

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Ishares Core S&p 500 Etf Etf (IVV)
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Vanguard Ftse Developed Markets Etf Etf (VEA)
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Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
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Vanguard Mega Cap Growth Etf Etf (MGK)
Vanguard S&p 500 Etf Etf (VOO)
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Vanguard Growth Etf Etf (VUG)
Amazon Stock (AMZN)
Spdr S&p 500 Etf Trust Etf (SPY)

View all positions for Captrust Financial Advisors

Top funds holding Ishares Ibonds Dec 2027 Term T

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

View all funds holding Ishares Ibonds Dec 2027 Term T