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Ishares Tr ibnd dec25 etf shares owned by SageView Advisory Group

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

Historical chart of SageView Advisory 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 SageView Advisory 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 SageView Advisory Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $290k 12k 24.83
2023-09-30 $1.8M 75k 24.37
2023-06-30 $1.9M 76k 24.38
2023-03-31 $1.8M 72k 24.53
2022-12-31 $1.6M 67k 24.32

More positions owned by SageView Advisory Group

Ishares Tr Core Us Aggbd Et (Principal) (AGG)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Extend Mkt Etf (VXF)
Ishares Tr Core Intl Aggr (Principal) (IAGG)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Ishares Tr Global Reit Etf (REET)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Apple (AAPL)
Flexshares Tr Mornstar Usmkt (TILT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Ishares Tr National Mun Etf (Principal) (MUB)
Ishares Tr Jpmorgan Usd Emg (Principal) (EMB)

View all positions for SageView Advisory Group

Top funds holding Ishares Tr ibnd dec25 etf

Bank of America Corporation
UBS Group
Capital Advisors
Mercer Global Advisors
Raymond James Financial Services Advisors
Wells Fargo & Company
Us Bancorp
Kathmere Capital Management
Stifel Financial
Sigma Investment Counselors
Royal Bank of Canada
Mariner Wealth Advisors
Sound View Wealth Advisors Group
Golub Group
Stratos Wealth Partners

View all funds holding Ishares Tr ibnd dec25 etf