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Ishares Tr ibonds etf shares owned by 4J Wealth Management

Quarter-by-quarter ownership of Ishares Tr ibonds etf (IBDS) shares owned by 4J Wealth Management from 13F filings

Historical chart of 4J Wealth Management investment in Ishares Tr ibonds etf

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr ibonds etf held by 4J Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr ibonds etf by 4J Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $948k 40k 23.80
2023-12-31 $910k 38k 23.93
2023-09-30 $860k 37k 23.14
2023-06-30 $1.0M 43k 23.48
2023-03-31 $339k 14k 23.82

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Ishares Tr Us Treas Bd Etf (GOVT)
T Rowe Price Etf Cap Appreciation (TCAF)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
T Rowe Price Etf Floating Rate (TFLR)
NVIDIA Corporation (NVDA)
Ishares Tr Ibonds 24 Trm Ts (IBTE)
Innovator Etfs Trust Laddered Alc Bfr (BUFB)
Apple (AAPL)
Alphabet Cap Stk Cl C (GOOG)
Amazon (AMZN)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Microsoft Corporation (MSFT)
Ishares Tr Global Tech Etf (IXN)

View all positions for 4J Wealth Management

Top funds holding Ishares Tr ibonds etf

Bank of America Corporation
Shufro Rose & Co
Capital Advisors
Capital Investment Advisors
UBS Group
Royal Bank of Canada
Miracle Mile Advisors
Raymond James Financial Services Advisors
Mercer Global Advisors
Woodmont Investment Counsel
Klingman & Associates
Wells Fargo & Company
HighTower Advisors
Branch Banking & Trust Company
Sigma Investment Counselors

View all funds holding Ishares Tr ibonds etf