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Ishares Tr ibnd dec25 etf shares owned by Fairhaven Wealth Management

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

Historical chart of Fairhaven 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 Fairhaven 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 Fairhaven Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $861k 34k 25.10
2024-06-30 $781k 31k 24.86
2024-03-31 $714k 29k 24.81

More positions owned by Fairhaven Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
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Ishares Tr Core S&p Scp Etf (IJR)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Microsoft Corporation (MSFT)
Oracle Corporation (ORCL)
Vanguard Index Fds Total Stk Mkt (VTI)
JPMorgan Chase & Co. (JPM)
UnitedHealth (UNH)
Visa Com Cl A (V)
Amazon (AMZN)
Lowe's Companies (LOW)

View all positions for Fairhaven Wealth Management

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