Cary Street Partner Investment Advisory »

Ishares Tr ibonds etf shares owned by Cary Street Partner Investment Advisory

Quarter-by-quarter ownership of Ishares Tr ibonds etf (IBDS) shares owned by Cary Street Partner Investment Advisory from 13F filings

Historical chart of Cary Street Partner Investment Advisory investment in Ishares Tr ibonds etf

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr ibonds etf held by Cary Street Partner Investment Advisory consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr ibonds etf by Cary Street Partner Investment Advisory

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.1M 44k 23.80
2023-12-31 $1.2M 49k 23.93
2023-09-30 $1.2M 51k 23.14

More positions owned by Cary Street Partner Investment Advisory

Microsoft Corp Stock (MSFT)
Apple Stock (AAPL)
Vanguard Value Etf Etf (VTV)
Vanguard Growth Etf Etf (VUG)
Vanguard Intermediate-term Bond Etf Etf (BIV)
Alphabet Inc Cap Stk Cl C Stock (GOOG)
Ishares Msci Eafe Growth Etf Etf (EFG)
Amazon Stock (AMZN)
Jpmorgan Equity Premium Income Fund Jpmorgan Equity Premium Income Fund Etf (JEPI)
Spdr S&p 500 Etf Trust Etf (SPY)
Vanguard Total Stock Market Etf Etf (VTI)
Merck & Co Stock (MRK)
Adobe Stock (ADBE)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)

View all positions for Cary Street Partner Investment Advisory

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