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Ishares Tr ibnd dec25 etf shares owned by Monticello Wealth Management

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

Historical chart of Monticello Wealth Management investment in Ishares Tr ibnd dec25 etf

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All positions including Ishares Tr ibnd dec25 etf held by Monticello 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 Monticello Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $493k 20k 24.81
2024-06-30 $494k 20k 24.86
2024-03-31 $493k 20k 24.81
2023-12-31 $492k 20k 24.76
2023-09-30 $484k 20k 24.37
2023-06-30 $479k 20k 24.38