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Ishares Tr ibonds dec2026 shares owned by Calton & Associates

Quarter-by-quarter ownership of Ishares Tr ibonds dec2026 (IBDR) shares owned by Calton & Associates from 13F filings

Historical chart of Calton & Associates investment in Ishares Tr ibonds dec2026

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr ibonds dec2026 held by Calton & Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr ibonds dec2026 by Calton & Associates

Quarter filed Position value Share count Share price at filing
2025-09-30 $268k 11k 24.30
2025-06-30 $252k 10k 24.25
2025-03-31 $283k 12k 24.21

More positions owned by Calton & Associates

Invesco Qqq Tr Unit Ser 1 (QQQ)
Northern Lts Fd Tr Ii Peakshares Secto (PSTR)
Spdr Series Trust Portfolio S&p500 (SPLG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Fidelity Covington Trust High Divid Etf (FDVV)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Vanguard World Financials Etf (VFH)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Invesco Actively Managed Exc Var Rate Invt (VRIG)
Vanguard Index Fds Growth Etf (VUG)
NVIDIA Corporation (NVDA)
Select Sector Spdr Tr Technology (XLK)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Vanguard World Mega Cap Index (MGC)

View all positions for Calton & Associates

Top funds holding Ishares Tr ibonds dec2026

Morgan Stanley
Lido Advisors
Mercer Global Advisors
Hm Payson & Co
LPL Financial
Raymond James Financial
Sound View Wealth Advisors Group
Sarver Vrooman Wealth Advisors
Royal Bank of Canada
Captrust Financial Advisors
Ameriprise Financial
Gratus Wealth Advisors
Pamela Horwath
Kathmere Capital Management
Wells Fargo & Company

View all funds holding Ishares Tr ibonds dec2026