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Ishares Tr ibnd dec25 etf shares owned by InvesTrust

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

Historical chart of InvesTrust investment in Ishares Tr ibnd dec25 etf

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All positions including Ishares Tr ibnd dec25 etf held by InvesTrust 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 InvesTrust

Quarter filed Position value Share count Share price at filing
2025-09-30 $7.2M 286k 25.19
2025-06-30 $7.7M 307k 25.18
2025-03-31 $7.8M 311k 25.15
2024-12-31 $8.1M 322k 25.05

More positions owned by InvesTrust

Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO)
Vanguard Ftse Developed Markets Etf Van Ftse Dev Mkt (VEA)
Microsoft Corporation (MSFT)
Ishares Ibonds Dec 2027 Term Corporate Etf Ibonds 27 Etf (IBDS)
Ishares Ibonds Dec 2026 Term Corporate Etf Ibonds Dec2026 (IBDR)
Ishares S&p Mid-cap 400 Value Etf S&p Mc 400vl Etf (IJJ)
Ishares Ibonds Dec 2028 Term Corporate Etf Ibds Dec28 Etf (IBDT)
Apple (AAPL)
Ishares Ibonds Dec 2025 Term Corporate Etf Ibonds Dec25 Etf (IBDQ)
JPMorgan Chase & Co. (JPM)
Ishares Ibonds Dec 2029 Term Corporate Etf Ibonds Dec 29 (IBDU)
Ishares Russell 2000 Growth Etf Rus 2000 Grw Etf (IWO)
Ishares S&p Mid-cap 400 Growth Etf S&p Mc 400gr Etf (IJK)
Ishares Core S&p Mid-cap Etf Core S&p Mcp Etf (IJH)
Exxon Mobil Corporation (XOM)

View all positions for InvesTrust

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