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Ishares Tr ibnd dec24 etf shares owned by Relative Value Partners

Quarter-by-quarter ownership of Ishares Tr ibnd dec24 etf (IBDP) shares owned by Relative Value Partners from 13F filings

Historical chart of Relative Value Partners 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 Relative Value Partners 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 Relative Value Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.2M 130k 24.91
2023-09-30 $5.0M 200k 24.73
2023-06-30 $7.2M 292k 24.62
2023-03-31 $7.8M 317k 24.59
2022-12-31 $9.8M 403k 24.42

More positions owned by Relative Value Partners

Vanguard Index Fds Value Etf (VTV)
Ishares Tr S&p 100 Etf (OEF)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Scottsdale Fds Mtg Bkd Secs Etf (VMBS)
Vanguard Scottsdale Fds Intr Trm Treas (VGIT)
Ishares Tr Core S&p500 Etf (IVV)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Invesco Exchange Traded Ftse Rafi 1000 (PRF)
Ishares Tr Barclays 7 10 Yr (IEF)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Spdr Ser Tr Portf Short (SPSB)
Janus Detroit Str Tr Hendrsn Aaa Cl (JAAA)
Dimensional Etf Trust Intnl Value (DFIV)

View all positions for Relative Value Partners

Top funds holding Ishares Tr ibnd dec24 etf

Bank of America Corporation
UBS Group
AE Wealth Management
Wells Fargo & Company
Glenview Trust
Us Bancorp
Raymond James Financial Services Advisors
Mercer Global Advisors
Stifel Financial
HighTower Advisors
Royal Bank of Canada
Golub Group
Commonwealth Equity Services
Benjamin F. Edwards & Company
Kathmere Capital Management

View all funds holding Ishares Tr ibnd dec24 etf