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Ishares Tr ibnd dec25 etf shares owned by Elevate Wealth Advisory

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

Historical chart of Elevate Wealth Advisory 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 Elevate Wealth Advisory 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 Elevate Wealth Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $169k 6.7k 25.19
2025-06-30 $169k 6.7k 25.18
2025-03-31 $99k 3.9k 25.15
2024-12-31 $98k 3.9k 25.05
2024-09-30 $99k 3.9k 25.10

More positions owned by Elevate Wealth Advisory

Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dimensional Etf Trust Internatnal Val (DFIV)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Ishares Core Msci Emkt (IEMG)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Ishares Tr Core Msci Intl (IDEV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr Eafe Value Etf (EFV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Vanguard Index Fds Real Estate Etf (VNQ)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)

View all positions for Elevate Wealth Advisory

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