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Ishares Tr ibnd dec25 etf shares owned by Conrad Siegel Investment Advisors

Quarter-by-quarter ownership of Ishares Tr ibnd dec25 etf (IBDQ) shares owned by Conrad Siegel Investment Advisors from 13F filings

Historical chart of Conrad Siegel Investment Advisors 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 Conrad Siegel Investment Advisors 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 Conrad Siegel Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.1M 45k 25.10
2024-06-30 $776k 31k 24.86
2024-03-31 $760k 31k 24.81
2023-03-31 $343k 14k 24.53
2022-12-31 $339k 14k 24.32

More positions owned by Conrad Siegel Investment Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr U S Equity Factr (LRGF)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust World Ex Us Core (DFAX)
Vanguard World Extended Dur (EDV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Fidelity Covington Trust Msci Utils Index (FUTY)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard Index Fds Value Etf (VTV)
Apple (AAPL)
Microsoft Corporation (MSFT)

View all positions for Conrad Siegel Investment Advisors

Top funds holding Ishares Tr ibnd dec25 etf

Bank of America Corporation
Morgan Stanley
Hm Payson & Co
Mercer Global Advisors
Envestnet Asset Management
LPL Financial
Sound View Wealth Advisors Group
Raymond James Financial Services Advisors
Goss Wealth Management
Wells Fargo & Company
Royal Bank of Canada
Us Bancorp
Stifel Financial
Gratus Wealth Advisors
Stratos Wealth Partners

View all funds holding Ishares Tr ibnd dec25 etf