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Ishares Tr ibnd dec25 etf shares owned by SWM Advisors

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

Historical chart of SWM Advisors 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 SWM 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 SWM Advisors

Quarter filed Position value Share count Share price at filing
2022-09-30 $233k 9.7k 24.13

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Top funds holding Ishares Tr ibnd dec25 etf

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

View all funds holding Ishares Tr ibnd dec25 etf