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Ishares Tr ibnd dec25 etf shares owned by Captrust Financial Advisors

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

Historical chart of Captrust Financial Advisors investment in Ishares Tr ibnd dec25 etf

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All positions including Ishares Tr ibnd dec25 etf held by Captrust Financial Advisors 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 Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $25M 1.0M 25.10
2024-06-30 $24M 954k 24.86
2024-03-31 $20M 823k 24.81
2023-12-31 $18M 716k 24.76
2023-09-30 $7.3M 302k 24.37
2023-06-30 $7.1M 292k 24.38
2023-03-31 $6.5M 265k 24.53
2022-12-31 $4.1M 170k 24.32
2022-09-30 $1.2M 51k 24.14
2022-06-30 $1.2M 49k 24.70
2022-03-31 $1.1M 45k 25.25
2021-12-31 $1.2M 44k 26.42
2021-09-30 $1.2M 44k 26.84
2021-06-30 $1.3M 48k 26.98
2021-03-31 $1.2M 46k 26.83
2020-12-31 $1.0M 37k 27.37
2020-09-30 $964k 36k 27.17
2020-06-30 $832k 31k 27.01
2020-03-31 $524k 21k 24.76
2019-12-31 $552k 21k 25.98