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Ishares Tr ibnd dec25 etf shares owned by Novem Group

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

Historical chart of Novem Group 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 Novem Group 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 Novem Group

Quarter filed Position value Share count Share price at filing
2025-06-30 $6.7M 266k 25.18
2025-03-31 $11M 427k 25.15
2024-12-31 $10M 416k 25.05

More positions owned by Novem Group

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Pimco Etf Tr Multisector Bd (PYLD)
Vanguard Specialized Funds Div App Etf (VIG)
Spdr Series Trust Portfolio S&p500 (SPLG)
Fidelity Covington Trust Fundamental Larg (FFLC)
Pimco Etf Tr Active Bd Etf (BOND)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Faln Angls Usd (FALN)
Apple (AAPL)
Vanguard Index Fds Value Etf (VTV)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
J P Morgan Exchange Traded F Equity Focus Etf (JPEF)
Pimco Etf Tr Inv Grd Crp Bd (CORP)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Novem Group

Top funds holding Ishares Tr ibnd dec25 etf

Hm Payson & Co
Lido Advisors
LPL Financial
Raymond James Financial
UBS Group
Commonwealth Equity Services
Stratos Wealth Partners
Gratus Wealth Advisors
Royal Bank of Canada
Captrust Financial Advisors
RVW Wealth
Pamela Horwath
Wells Fargo & Company
Mariner Wealth Advisors
Glenview Trust

View all funds holding Ishares Tr ibnd dec25 etf