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Ishares Tr ibonds dec2026 shares owned by Executive Wealth Management

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

Historical chart of Executive 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 Executive 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 Executive Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $3.7M 154k 24.07
2024-09-30 $2.7M 113k 24.30
2024-06-30 $679k 29k 23.82
2024-03-31 $351k 15k 23.74

More positions owned by Executive Wealth Management

Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Goldman Sachs Etf Tr Access Invt Gr (GIGB)
Apple (AAPL)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Goldman Sachs Etf Tr Activebeta Int (GSIE)
Spdr Ser Tr Portfolio S&p500 (SPLG)
NVIDIA Corporation (NVDA)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Microsoft Corporation (MSFT)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Core S&p Scp Etf (IJR)
Angel Oak Funds Trust Income Etf (CARY)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)

View all positions for Executive 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