Ishares Tr ibnd dec25 etf shares owned by Wells Financial Advisors
Quarter-by-quarter ownership of Ishares Tr ibnd dec25 etf (IBDQ) shares owned by Wells Financial Advisors
from 13F filings
Historical chart of Wells Financial 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 Wells Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Ishares Tr ibnd dec25 etf by Wells Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $171k | 6.8k | 25.10 |
| 2024-06-30 | $421k | 17k | 24.86 |
| 2024-03-31 | $420k | 17k | 24.81 |
| 2023-09-30 | $413k | 17k | 24.37 |
| 2023-06-30 | $413k | 17k | 24.38 |
| 2023-03-31 | $459k | 19k | 24.53 |
| 2022-12-31 | $455k | 19k | 24.32 |
| 2022-09-30 | $442k | 18k | 24.11 |
| 2022-06-30 | $453k | 18k | 24.71 |
| 2022-03-31 | $463k | 18k | 25.26 |
| 2021-12-31 | $545k | 21k | 26.41 |
| 2021-09-30 | $554k | 21k | 26.84 |
| 2021-06-30 | $557k | 21k | 26.99 |
| 2021-03-31 | $554k | 21k | 26.84 |
| 2020-12-31 | $565k | 21k | 27.37 |