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Ishares Tr ibnd dec23 etf shares owned by Wells Financial Advisors

Quarter-by-quarter ownership of Ishares Tr ibnd dec23 etf shares owned by Wells Financial Advisors from 13F filings

Historical chart of Wells Financial Advisors investment in Ishares Tr ibnd dec23 etf

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All positions including Ishares Tr ibnd dec23 etf held by Wells Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr ibnd dec23 etf by Wells Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $523k 21k 25.36
2023-06-30 $553k 22k 25.29
2023-03-31 $651k 26k 25.19
2022-12-31 $647k 26k 25.03
2022-09-30 $671k 27k 24.95
2022-06-30 $817k 33k 25.09
2022-03-31 $823k 33k 25.27
2021-12-31 $965k 38k 25.68
2021-09-30 $1.0M 40k 26.01
2021-06-30 $1.0M 40k 26.08
2021-03-31 $1.0M 40k 26.13
2020-12-31 $1.1M 40k 26.28

More positions owned by Wells Financial Advisors

Ishares Msci Usa Min Vol Factor Etf Etf (USMV)
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)
Vanguard Short-term Treasury Etf Etf (VGSH)
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Vanguard Intermediate-term Treasury Etf Etf (VGIT)
Vanguard Mid-cap Index Fund Etf Etf (VO)
Vanguard Growth Index Fund Etf Etf (VUG)
Vanguard Small-cap Index Fund Etf Etf (VB)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Spdr Gold Shares Etf Etf (GLD)
Vanguard Mega Cap Growth Etf Etf (MGK)
Ishares Msci Intl Quality Factor Etf Etf (IQLT)
Vanguard Large-cap Index Fund Etf Etf (VV)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)

View all positions for Wells Financial Advisors

Top funds holding Ishares Tr ibnd dec23 etf

IFP Advisors
Financial Gravity Wealth
Ogorek Anthony Joseph
Huntington National Bank

View all funds holding Ishares Tr ibnd dec23 etf