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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

Tip: Access up to 7 years of quarterly data

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
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)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Microsoft Corporation (MSFT)
Apple (AAPL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Eafe Value Etf (EFV)
Pimco Etf Tr Active Bd Etf (BOND)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Ser Tr Portfolio S&p400 (SPMD)

View all positions for CWM

Top funds holding Ishares Ibonds Dec 2028 Term T

Wells Fargo & Company
Branch Banking & Trust Company
Atwood & Palmer
Raymond James Financial Services Advisors
Horizon Advisory Services
Stratos Wealth Partners
Commonwealth Equity Services
AE Wealth Management
Pineridge Advisors
InterOcean Capital Group
Journey Advisory Group
Trust
Royal Bank of Canada
Legacy Private Trust
Scissortail Wealth Management

View all funds holding Ishares Ibonds Dec 2028 Term T