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Ishares Tr ibnd dec24 etf shares owned by Crestmont Private Wealth

Quarter-by-quarter ownership of Ishares Tr ibnd dec24 etf (IBDP) shares owned by Crestmont Private Wealth from 13F filings

Historical chart of Crestmont Private Wealth investment in Ishares Tr ibnd dec24 etf

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr ibnd dec24 etf held by Crestmont Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr ibnd dec24 etf by Crestmont Private Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.1M 42k 25.21
2024-06-30 $1.0M 41k 25.13
2024-03-31 $903k 36k 25.05

More positions owned by Crestmont Private Wealth

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Pimco Etf Tr Multisector Bd (PYLD)
Ishares Tr Core S&p Mcp Etf (IJH)
Dimensional Etf Trust Us Real Estate E (DFAR)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Us Treas Bd Etf (GOVT)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Spdr Ser Tr Portfli High Yld (SPHY)
Ishares Tr Ibonds Dec24 Etf (IBDP)
Ishares Tr Ibonds 24 Trm Ts (IBTE)
S&p Global (SPGI)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Crestmont Private Wealth

Top funds holding Ishares Tr ibnd dec24 etf

Bank of America Corporation
Morgan Stanley
Hm Payson & Co
LPL Financial
Glenview Trust
Raymond James Financial Services Advisors
Royal Bank of Canada
Commonwealth Equity Services
Wells Fargo & Company
Renaissance Technologies
Gratus Wealth Advisors
Us Bancorp
Captrust Financial Advisors
Golub Group
Sound View Wealth Advisors Group

View all funds holding Ishares Tr ibnd dec24 etf