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Ishares Tr ibnd dec25 etf shares owned by Rossmore Private Capital

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

Historical chart of Rossmore Private Capital investment in Ishares Tr ibnd dec25 etf

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All positions including Ishares Tr ibnd dec25 etf held by Rossmore Private Capital 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 Rossmore Private Capital

Quarter filed Position value Share count Share price at filing
2025-09-30 $441k 18k 25.19
2025-06-30 $441k 18k 25.18
2025-03-31 $266k 11k 25.15

More positions owned by Rossmore Private Capital

Exxon Mobil Corporation (XOM)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Microsoft Corporation (MSFT)
Chevron Corporation (CVX)
JPMorgan Chase & Co. (JPM)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
Alphabet Cap Stk Cl A (GOOGL)
Broadcom (AVGO)
Johnson & Johnson (JNJ)
Eli Lilly & Co. (LLY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Automatic Data Processing (ADP)

View all positions for Rossmore Private Capital

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