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Ishares Tr ibnd dec25 etf shares owned by Fullcircle Wealth

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

Historical chart of Fullcircle Wealth 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 Fullcircle Wealth 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 Fullcircle Wealth

Quarter filed Position value Share count Share price at filing
2024-06-30 $727k 29k 24.91

More positions owned by Fullcircle Wealth

United Parcel Service CL B (UPS)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Microsoft Corporation (MSFT)
Apple (AAPL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Goldman Sachs Etf Tr Acces Treasury (GBIL)
Snowflake Cl A (SNOW)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Ibonds 24 Trm Ts (IBTE)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Spdr Ser Tr Bloomberg High Y (JNK)
Texas Instruments Incorporated (TXN)
Unilever Spon Adr New (UL)
Ishares Tr Core Total Usd (IUSB)
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)

View all positions for Fullcircle Wealth

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
Goss Wealth Management
Wells Fargo & Company
Raymond James Financial Services Advisors
Us Bancorp
Stifel Financial
Royal Bank of Canada
Gratus Wealth Advisors
Stratos Wealth Partners
Kathmere Capital Management

View all funds holding Ishares Tr ibnd dec25 etf