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Ishares Tr ibonds dec 26 shares owned by Addison Advisors

Quarter-by-quarter ownership of Ishares Tr ibonds dec 26 (IBMO) shares owned by Addison Advisors from 13F filings

Historical chart of Addison Advisors investment in Ishares Tr ibonds dec 26

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All positions including Ishares Tr ibonds dec 26 held by Addison Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr ibonds dec 26 by Addison Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $6.0k 235 25.35
2023-12-31 $9.1k 355 25.51
2023-09-30 $5.8k 235 24.81

More positions owned by Addison Advisors

Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr Msci Usa Value (VLUE)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Microsoft Corporation (MSFT)
Ishares Tr Msci Intl Qualty (IQLT)
Ishares Tr Us Sml Cap Eqt (SMLF)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Apple (AAPL)
Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW)
Ishares Tr U S Equity Factr (LRGF)

View all positions for Addison Advisors

Top funds holding Ishares Tr ibonds dec 26

Bank of America Corporation
Mercer Global Advisors
Envestnet Asset Management
Wilbanks Smith & Thomas Asset Management
Morgan Stanley
Us Bancorp
Kathmere Capital Management
UBS Group
Goss Wealth Management
Wells Fargo & Company
CI Private Wealth
LPL Financial
Ashton Thomas Private Wealth
Raymond James Financial Services Advisors
Praetorian Wealth Management

View all funds holding Ishares Tr ibonds dec 26