InvesTrust »

Ishares Tr ibonds dec2026 shares owned by InvesTrust

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

Historical chart of InvesTrust investment in Ishares Tr ibonds dec2026

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr ibonds dec2026 by InvesTrust

Quarter filed Position value Share count Share price at filing
2025-09-30 $8.4M 345k 24.30
2025-06-30 $8.1M 335k 24.25
2025-03-31 $8.1M 335k 24.21
2024-12-31 $8.0M 334k 24.06

More positions owned by InvesTrust

Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO)
Vanguard Ftse Developed Markets Etf Van Ftse Dev Mkt (VEA)
Microsoft Corporation (MSFT)
Ishares Ibonds Dec 2027 Term Corporate Etf Ibonds 27 Etf (IBDS)
Ishares Ibonds Dec 2026 Term Corporate Etf Ibonds Dec2026 (IBDR)
Ishares S&p Mid-cap 400 Value Etf S&p Mc 400vl Etf (IJJ)
Ishares Ibonds Dec 2028 Term Corporate Etf Ibds Dec28 Etf (IBDT)
Apple (AAPL)
Ishares Ibonds Dec 2025 Term Corporate Etf Ibonds Dec25 Etf (IBDQ)
JPMorgan Chase & Co. (JPM)
Ishares Ibonds Dec 2029 Term Corporate Etf Ibonds Dec 29 (IBDU)
Ishares Russell 2000 Growth Etf Rus 2000 Grw Etf (IWO)
Ishares S&p Mid-cap 400 Growth Etf S&p Mc 400gr Etf (IJK)
Ishares Core S&p Mid-cap Etf Core S&p Mcp Etf (IJH)
Exxon Mobil Corporation (XOM)

View all positions for InvesTrust

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