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Ishares Tr ibnd dec24 etf shares owned by L.m. Kohn & Company

Quarter-by-quarter ownership of Ishares Tr ibnd dec24 etf (IBDP) shares owned by L.m. Kohn & Company from 13F filings

Historical chart of L.m. Kohn & Company investment in Ishares Tr ibnd dec24 etf

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All positions including Ishares Tr ibnd dec24 etf held by L.m. Kohn & Company 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 L.m. Kohn & Company

Quarter filed Position value Share count Share price at filing
2024-03-31 $325k 13k 25.05
2023-12-31 $269k 11k 24.91
2023-09-30 $235k 9.5k 24.73

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View all positions for L.m. Kohn & Company

Top funds holding Ishares Tr ibnd dec24 etf

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

View all funds holding Ishares Tr ibnd dec24 etf