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Ishares Tr ibonds dec2026 shares owned by Centricity Wealth Management

Quarter-by-quarter ownership of Ishares Tr ibonds dec2026 (IBDR) shares owned by Centricity Wealth Management from 13F filings

Historical chart of Centricity Wealth Management investment in Ishares Tr ibonds dec2026

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr ibonds dec2026 held by Centricity Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr ibonds dec2026 by Centricity Wealth Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $3.2M 132k 24.25
2025-03-31 $3.1M 128k 24.21
2024-12-31 $2.9M 119k 24.07

More positions owned by Centricity Wealth Management

Vanguard Index Fdss&p 500 Etf Etf (VOO)
Ishares Trmsci Eafe Etf Etf (EFA)
J P Morgan Exchange Traded Fultra Shrt Etf Etf (JPST)
Ishares Tribds Dec28 Etf Etf (IBDT)
Ishares Tribonds 27 Etf Etf (IBDS)
Ishares Trcore S&p500 Etf Etf (IVV)
Vanguard Admiral Fds Inc500 Grth Idx F Etf (VOOG)
Vanguard Admiral Fds Inc500 Val Idx Etf (VOOV)
Ishares Trcore Div Grwth Etf (DGRO)
Spdr Gold Tr Etf (GLD)
Ishares Tribonds Dec2026 Etf (IBDR)
Vanguard Index Fdstotal Stk Mkt Etf (VTI)
Spdr S&p 500 Etf Tr Etf (SPY)
Vanguard Specialized Fundsdiv App Etf Etf (VIG)
Ishares Trcore S&p Us Vlu Etf (IUSV)

View all positions for Centricity Wealth Management

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