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Ishares Tr ibnd dec25 etf shares owned by Diversify Advisory Services

Quarter-by-quarter ownership of Ishares Tr ibnd dec25 etf (IBDQ) shares owned by Diversify Advisory Services from 13F filings

Historical chart of Diversify Advisory Services 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 Diversify Advisory Services 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 Diversify Advisory Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.6M 143k 25.06
2024-06-30 $3.6M 145k 24.84

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NVIDIA Corporation (NVDA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)
Meta Platforms Cl A (META)
Spdr Ser Tr Portfli High Yld (SPHY)
Ishares Tr Msci India Etf (INDA)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Russell 2000 Etf (IWM)
Costco Wholesale Corporation (COST)

View all positions for Diversify Advisory Services

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