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Ishares Tr ibnd dec24 etf shares owned by SWMG

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

Historical chart of SWMG 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 SWMG 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 SWMG

Quarter filed Position value Share count Share price at filing
2023-12-31 $851k 34k 24.91
2023-09-30 $788k 32k 24.73
2023-06-30 $821k 33k 24.62
2023-03-31 $814k 33k 24.59
2022-12-31 $716k 29k 24.42
2022-09-30 $319k 13k 24.39

More positions owned by SWMG

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Esg Awr Msci Usa (ESGU)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Mbs Etf (MBB)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr S&p 500 Grwt Etf (IVW)

View all positions for SWMG

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
Commonwealth Equity Services
Royal Bank of Canada
Kathmere Capital Management
Motley Fool Wealth Management
Sigma Investment Counselors

View all funds holding Ishares Tr ibnd dec24 etf