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Ishares Tr ibnd dec25 etf shares owned by Wealthsource Partners

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

Historical chart of Wealthsource Partners 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 Wealthsource Partners 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 Wealthsource Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.3M 133k 24.76
2023-09-30 $655k 27k 24.37
2023-06-30 $357k 15k 24.38
2023-03-31 $206k 8.4k 24.53

More positions owned by Wealthsource Partners

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Esg Awr Msci Usa (ESGU)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr Mbs Etf (MBB)
Apple (AAPL)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr TRS FLT RT BD (TFLO)
Ishares Tr Msci Intl Vlu Ft (IVLU)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)
First Tr Exchange-traded First Tr Enh New (FTSM)

View all positions for Wealthsource Partners

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