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Ishares Tr ibnd dec25 etf shares owned by Endowment Wealth Management

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

Historical chart of Endowment Wealth Management 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 Endowment Wealth Management 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 Endowment Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.7M 67k 25.19
2025-06-30 $1.7M 69k 25.18
2025-03-31 $1.6M 65k 25.15
2024-12-31 $837k 33k 25.05

More positions owned by Endowment Wealth Management

Circle Internet Group Com Cl A (CRCL)
Invesco Exchange Traded Fd T Gbl Listed Pvt (PSP)
Vanguard Index Fds Total Stk Mkt (VTI)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core S&p Us Gwt (IUSG)
New York Life Investments Et Nyli Hedge Multi (QAI)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Core Msci Eafe (IEFA)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Ishares Core Msci Emkt (IEMG)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)

View all positions for Endowment Wealth Management

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