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Ishares Tr ibonds dec 28 shares owned by CWM

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

Historical chart of CWM investment in Ishares Tr ibonds dec 28

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All positions including Ishares Tr ibonds dec 28 held by CWM 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 CWM

Quarter filed Position value Share count Share price at filing
2024-03-31 $406k 16k 25.25
2023-12-31 $875k 34k 25.58
2023-09-30 $73k 3.0k 24.35
2023-06-30 $50k 2.0k 25.13
2023-03-31 $42k 1.6k 25.50

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Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
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Blackrock Etf Trust Us Eqt Factor (DYNF)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Eafe Value Etf (EFV)
Pimco Etf Tr Active Bd Etf (BOND)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Ser Tr Portfolio S&p400 (SPMD)

View all positions for CWM

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