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Ishares Tr ibnd dec25 etf shares owned by Provenance Wealth Advisors

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

Historical chart of Provenance Wealth Advisors investment in Ishares Tr ibnd dec25 etf

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All positions including Ishares Tr ibnd dec25 etf held by Provenance Wealth 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 Provenance Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $363k 14k 25.19
2025-06-30 $362k 14k 25.18
2025-03-31 $422k 17k 25.15
2024-12-31 $505k 20k 25.05
2024-09-30 $326k 13k 25.10
2024-06-30 $173k 7.0k 24.86
2024-03-31 $173k 7.0k 24.81
2023-12-31 $176k 7.1k 24.76
2023-09-30 $174k 7.1k 24.37