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Ishares Tr ibonds dec 28 shares owned by CI Private Wealth

Quarter-by-quarter ownership of Ishares Tr ibonds dec 28 (IBMQ) shares owned by CI Private Wealth from 13F filings

Historical chart of CI Private Wealth investment in Ishares Tr ibonds dec 28

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All positions including Ishares Tr ibonds dec 28 held by CI Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr ibonds dec 28 by CI Private Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $8.8M 347k 25.27
2023-09-30 $8.0M 328k 24.41
2023-06-30 $7.0M 280k 25.16

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NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl C (GOOG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core S&p500 Etf (IVV)
Alphabet Cap Stk Cl A (GOOGL)
JPMorgan Chase & Co. (JPM)
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Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Thermo Fisher Scientific (TMO)
UnitedHealth (UNH)

View all positions for CI Private Wealth

Top funds holding Ishares Tr ibonds dec 28

Bank of America Corporation
Envestnet Asset Management
Wilbanks Smith & Thomas Asset Management
Mercer Global Advisors
Wells Fargo & Company
Kathmere Capital Management
Us Bancorp
Hengehold Capital Management
HighTower Advisors
CI Private Wealth
UBS Group
Raymond James Financial Services Advisors
Hills Bank And Trust Company
Crumly & Associates
Praetorian Wealth Management

View all funds holding Ishares Tr ibonds dec 28