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Ishares Tr ibnd dec25 etf shares owned by Congress Wealth Management LLC / DE /

Quarter-by-quarter ownership of Ishares Tr ibnd dec25 etf (IBDQ) shares owned by Congress Wealth Management LLC / DE / from 13F filings

Historical chart of Congress Wealth Management LLC / DE / investment in Ishares Tr ibnd dec25 etf

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr ibnd dec25 etf held by Congress Wealth Management LLC / DE / consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr ibnd dec25 etf by Congress Wealth Management LLC / DE /

Quarter filed Position value Share count Share price at filing
2025-06-30 $13M 514k 25.18

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View all positions for Congress Wealth Management LLC / DE /

Top funds holding Ishares Tr ibnd dec25 etf

Morgan Stanley
Hm Payson & Co
Lido Advisors
LPL Financial
Raymond James Financial
UBS Group
Commonwealth Equity Services
Sound View Wealth Advisors Group
Stratos Wealth Partners
Gratus Wealth Advisors
Kathmere Capital Management
Royal Bank of Canada
Captrust Financial Advisors
RVW Wealth
Pamela Horwath

View all funds holding Ishares Tr ibnd dec25 etf