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Ishares Tr ibonds dec 28 shares owned by Spinnaker Trust

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

Historical chart of Spinnaker Trust investment in Ishares Tr ibonds dec 28

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All positions including Ishares Tr ibonds dec 28 held by Spinnaker Trust 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 Spinnaker Trust

Quarter filed Position value Share count Share price at filing
2024-09-30 $491k 19k 25.63
2024-06-30 $455k 18k 25.02
2024-03-31 $436k 17k 25.27

More positions owned by Spinnaker Trust

iShares ESG MSCI EAFE ETF Equities (ESGD)
Technology Select Sector SPDR Equities (XLK)
iShares MSCI USA ESG Select ETF Equities (SUSA)
FT CBOE Vest US Equity Buffer - Equities (DDEC)
3M Company Equities (MMM)
iShares Core 1-5 Year USD Bond Equities (ISTB)
SPDR Portfolio S&P 500 ETF Equities (SPLG)
Apple Equities (AAPL)
Microsoft Corp Equities (MSFT)
Berkshire Hathaway Inc - CL B Equities (BRK.B)
SPDR Portfolio S&P 600 Small Ca Equities (SPSM)
SPDR Portfolio Long Term Treasu Equities (SPTL)
Healthcare Select Sector SPDR Equities (XLV)
Consumer Discretionary Select S Equities (XLY)
Invesco QQQ Trust Equities (QQQ)

View all positions for Spinnaker Trust

Top funds holding Ishares Tr ibonds dec 28

Bank of America Corporation
Envestnet Asset Management
Hartland & Co
Mercer Global Advisors
Us Bancorp
Kathmere Capital Management
Wells Fargo & Company
HighTower Advisors
Hengehold Capital Management
CI Private Wealth
Raymond James Financial Services Advisors
Hills Bank And Trust Company
Heartwood Wealth Advisors
Praetorian Wealth Management
LPL Financial

View all funds holding Ishares Tr ibonds dec 28