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Ishares Tr ibonds etf shares owned by Gratus Wealth Advisors

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

Historical chart of Gratus Wealth Advisors investment in Ishares Tr ibonds etf

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr ibonds etf by Gratus Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $27M 1.1M 23.51
2023-12-31 $25M 1.0M 23.93

More positions owned by Gratus Wealth Advisors

Ishares Tr Core Div Grwth (DGRO)
Vanguard World Mega Grwth Ind (MGK)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Ibonds Dec2026 (IBDR)
Ishares Tr Ibonds 27 Etf (IBDS)
Ishares Tr Ibonds Dec25 Etf (IBDQ)
Ishares Tr Ibonds Dec24 Etf (IBDP)
Ishares Tr Ibds Dec28 Etf (IBDT)
Select Sector Spdr Tr Technology (XLK)
First Tr Exchange-traded Cap Strength Etf (FTCS)
First Tr Nas100 Eq Weighted SHS (QQEW)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard World Inf Tech Etf (VGT)
First Tr Exchange-traded Dow 30 Eql Wgt (EDOW)
Select Sector Spdr Tr Sbi Healthcare (XLV)

View all positions for Gratus Wealth Advisors

Top funds holding Ishares Tr ibonds etf

Bank of America Corporation
Shufro Rose & Co
Ameriprise Financial
Capital Advisors
Morgan Stanley
UBS Group
Capital Investment Advisors
Mercer Global Advisors
Envestnet Asset Management
Royal Bank of Canada
Aptus Capital Advisors
Miracle Mile Advisors
Raymond James Financial Services Advisors
Wells Fargo & Company
LPL Financial

View all funds holding Ishares Tr ibonds etf