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Ishares Tr ibonds dec 29 shares owned by Executive Wealth Management

Quarter-by-quarter ownership of Ishares Tr ibonds dec 29 (IBDU) shares owned by Executive Wealth Management from 13F filings

Historical chart of Executive Wealth Management investment in Ishares Tr ibonds dec 29

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr ibonds dec 29 held by Executive Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr ibonds dec 29 by Executive Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $310k 13k 23.07

More positions owned by Executive Wealth Management

Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Goldman Sachs Etf Tr Access Invt Gr (GIGB)
Apple (AAPL)
Goldman Sachs Etf Tr Activebeta Int (GSIE)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Msci Usa Min Vol (USMV)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)

View all positions for Executive Wealth Management

Top funds holding Ishares Tr ibonds dec 29

Capital Advisors
Bank of America Corporation
Capital Investment Advisors
Klingman & Associates
Royal Bank of Canada
Raymond James Financial Services Advisors
Woodmont Investment Counsel
Golub Group
UBS Group
Gateway Advisory
Us Bancorp
Venture Visionary Partners
Advisors Capital Management
Commonwealth Equity Services
Arrow Financial Corp.

View all funds holding Ishares Tr ibonds dec 29