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Ishares Tr ibnd dec25 etf shares owned by Stony Point Wealth Management

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

Historical chart of Stony Point Wealth Management 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 Stony Point Wealth Management 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 Stony Point Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $297k 12k 25.10
2024-06-30 $239k 9.6k 24.86
2024-03-31 $318k 13k 24.81

More positions owned by Stony Point Wealth Management

Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Pacer Fds Tr Pacer Us Small (CALF)
Markel Corporation (MKL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Ibonds Dec 2032 (IBDX)
JPMorgan Chase & Co. (JPM)
Blackstone Group Inc Com Cl A (BX)
Starwood Property Trust (STWD)
Vulcan Materials Company (VMC)
Oneok (OKE)
Wp Carey (WPC)
Performance Food (PFGC)

View all positions for Stony Point Wealth Management

Top funds holding Ishares Tr ibnd dec25 etf

Bank of America Corporation
Morgan Stanley
Hm Payson & Co
Mercer Global Advisors
Envestnet Asset Management
LPL Financial
Sound View Wealth Advisors Group
Raymond James Financial Services Advisors
Goss Wealth Management
Wells Fargo & Company
Royal Bank of Canada
Us Bancorp
Stifel Financial
Gratus Wealth Advisors
Stratos Wealth Partners

View all funds holding Ishares Tr ibnd dec25 etf