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Ishares Tr ibonds dec 29 shares owned by Segment Wealth Management

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

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

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All positions including Ishares Tr ibonds dec 29 held by Segment 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 Segment Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.2M 52k 22.82
2023-12-31 $602k 26k 23.07
2023-09-30 $302k 14k 21.90

More positions owned by Segment Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
S&p Global (SPGI)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Broadcom (AVGO)
Microsoft Corporation (MSFT)
Apple (AAPL)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Asml Holding N V N Y Registry Shs (ASML)
Exxon Mobil Corporation (XOM)
Intuit (INTU)
Novo-nordisk A S Adr (NVO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Stryker Corporation (SYK)

View all positions for Segment 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
Us Bancorp
UBS Group
Gateway Advisory
Wells Fargo & Company
Venture Visionary Partners
Advisors Capital Management
Commonwealth Equity Services

View all funds holding Ishares Tr ibonds dec 29