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Ishares Tr ibnd dec24 etf shares owned by SageView Advisory Group

Quarter-by-quarter ownership of Ishares Tr ibnd dec24 etf (IBDP) shares owned by SageView Advisory Group from 13F filings

Historical chart of SageView Advisory Group investment in Ishares Tr ibnd dec24 etf

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All positions including Ishares Tr ibnd dec24 etf held by SageView Advisory Group 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 SageView Advisory Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $313k 13k 25.00
2023-09-30 $1.8M 71k 24.73
2023-06-30 $1.8M 73k 24.62
2023-03-31 $1.6M 67k 24.59
2022-12-31 $1.6M 65k 24.42

More positions owned by SageView Advisory Group

Ishares Tr Core Us Aggbd Et (Principal) (AGG)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Extend Mkt Etf (VXF)
Ishares Tr Core Intl Aggr (Principal) (IAGG)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Ishares Tr Global Reit Etf (REET)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Apple (AAPL)
Flexshares Tr Mornstar Usmkt (TILT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Ishares Tr National Mun Etf (Principal) (MUB)
Ishares Tr Jpmorgan Usd Emg (Principal) (EMB)

View all positions for SageView Advisory Group

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