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Ishares Tr shares owned by BKD Wealth Advisors

Quarter-by-quarter ownership of Ishares Tr (IBDY) shares owned by BKD Wealth Advisors from 13F filings

Historical chart of BKD Wealth Advisors investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr by BKD Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $494k 19k 25.48
2023-12-31 $401k 16k 25.85
2023-09-30 $371k 16k 23.97

More positions owned by BKD Wealth Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ishares Tr Core Us Aggbd Et (AGG)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Core Msci Total (IXUS)
Dimensional Etf Trust Us High Profitab (DUHP)
Vanguard World Mega Cap Index (MGC)
Vanguard Index Fds Value Etf (VTV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)

View all positions for BKD Wealth Advisors

Top funds holding Ishares Tr

Gateway Advisory
Capital Investment Advisors
First Interstate Bank
Golub Group
Envision Financial Planning
Bank of America Corporation
MV Capital Management
Instrumental Wealth
Arrow Financial Corp.
Jane Street
James Investment Research
Commonwealth Equity Services
Krilogy Financial
4Thought Financial Group
Evergreen Private Wealth

View all funds holding Ishares Tr