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Ishares Tr ibnd dec24 etf shares owned by Keel Point

Quarter-by-quarter ownership of Ishares Tr ibnd dec24 etf (IBDP) shares owned by Keel Point from 13F filings

Historical chart of Keel Point investment in Ishares Tr ibnd dec24 etf

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All positions including Ishares Tr ibnd dec24 etf held by Keel Point consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr ibnd dec24 etf by Keel Point

Quarter filed Position value Share count Share price at filing
2024-03-31 $389k 16k 25.05
2023-12-31 $380k 15k 24.91
2023-09-30 $375k 15k 24.73
2023-06-30 $373k 15k 24.62
2023-03-31 $244k 9.9k 24.59

More positions owned by Keel Point

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Microsoft Corporation (MSFT)
Ishares Tr Rus 1000 Grw Etf (IWF)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Msci Emg Mkt Etf (EEM)
Ishares Tr Rus 1000 Val Etf (IWD)
Apple (AAPL)
Vanguard World Mega Cap Index (MGC)

View all positions for Keel Point

Top funds holding Ishares Tr ibnd dec24 etf

Bank of America Corporation
UBS Group
AE Wealth Management
Wells Fargo & Company
Glenview Trust
Us Bancorp
Raymond James Financial Services Advisors
Mercer Global Advisors
Stifel Financial
HighTower Advisors
Commonwealth Equity Services
Royal Bank of Canada
Golub Group
Kathmere Capital Management
Motley Fool Wealth Management

View all funds holding Ishares Tr ibnd dec24 etf