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Ishares Ibonds Dec 2028 Term T shares owned by CWM

Quarter-by-quarter ownership of Ishares Ibonds Dec 2028 Term T (IBTI) shares owned by CWM from 13F filings

Historical chart of CWM investment in Ishares Ibonds Dec 2028 Term T

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All positions including Ishares Ibonds Dec 2028 Term T held by CWM consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Ibonds Dec 2028 Term T by CWM

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.4M 63k 22.38
2025-06-30 $975k 44k 22.37
2025-03-31 $865k 39k 22.26
2024-12-31 $694k 32k 21.91
2024-09-30 $652k 29k 22.50
2024-06-30 $432k 20k 21.83
2024-03-31 $319k 15k 21.91
2023-12-31 $1.1M 50k 22.22
2023-09-30 $48k 2.2k 21.59
2023-06-30 $49k 2.2k 22.04

More positions owned by CWM

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Spdr Series Trust Portfolio S&p500 (SPLG)
Apple (AAPL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr S&p 500 Grwt Etf (IVW)
Microsoft Corporation (MSFT)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Spdr Series Trust Portfolio Agrgte (SPAB)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr S&p 100 Etf (OEF)
Pimco Etf Tr Active Bd Etf (BOND)
Amazon (AMZN)

View all positions for CWM

Top funds holding Ishares Ibonds Dec 2028 Term T

Morgan Stanley
Colony
Wells Fargo & Company
Raymond James Financial
Mercer Global Advisors
Asset Advisors Investment Management
Stratos Wealth Partners
Atwood & Palmer
UBS Group
Envestnet Asset Management
Horizon Advisory Services
Financial Advisory Corp
Journey Advisory Group
United Capital Financial Advisers
Vista Private Wealth Partners

View all funds holding Ishares Ibonds Dec 2028 Term T