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Ishares Tr ibonds dec2026 shares owned by Monticello Wealth Management

Quarter-by-quarter ownership of Ishares Tr ibonds dec2026 (IBDR) shares owned by Monticello Wealth Management from 13F filings

Historical chart of Monticello Wealth Management investment in Ishares Tr ibonds dec2026

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr ibonds dec2026 held by Monticello Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr ibonds dec2026 by Monticello Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $493k 21k 23.85
2023-12-31 $494k 21k 23.90
2023-09-30 $483k 21k 23.34
2023-06-30 $478k 20k 23.47

More positions owned by Monticello Wealth Management

Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core S&p500 Etf (IVV)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Dimensional Etf Trust Us Equity Etf (DFUS)
Victory Portfolios Ii Core Intrmediate (UBND)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Msci Usa Mmentm (MTUM)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)
Goldman Sachs Etf Tr Activebeta Us (GSSC)
Goldman Sachs Etf Tr Activebeta Int (GSIE)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for Monticello Wealth Management

Top funds holding Ishares Tr ibonds dec2026

Bank of America Corporation
UBS Group
Capital Advisors
LPL Financial
Mercer Global Advisors
Wells Fargo & Company
Shufro Rose & Co
Raymond James Financial Services Advisors
Royal Bank of Canada
Stifel Financial
Gratus Wealth Advisors
Sigma Investment Counselors
Klingman & Associates
HighTower Advisors
Kathmere Capital Management

View all funds holding Ishares Tr ibonds dec2026