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Ishares Tr ibonds dec2026 shares owned by LifePlan Financial

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

Historical chart of LifePlan Financial investment in Ishares Tr ibonds dec2026

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr ibonds dec2026 by LifePlan Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.5M 102k 24.30
2024-06-30 $2.4M 100k 23.82
2024-03-31 $2.3M 98k 23.85
2023-12-31 $2.3M 95k 23.90

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Ishares Gold Tr Ishares New (IAU)
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Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Select Sector Spdr Tr Sbi Materials (XLB)
Amplify Etf Tr Blackswan Grwt (SWAN)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Select Sector Spdr Tr Energy (XLE)
Ishares Tr Ibonds Dec 29 (IBTJ)
Ishares Tr Ibds Dec28 Etf (IBDT)
Ishares Tr Ibonds 27 Etf (IBDS)
Ishares Tr Ibonds Dec2026 (IBDR)
Ishares Tr Ibonds Dec25 Etf (IBDQ)
salesforce (CRM)
Microsoft Corporation (MSFT)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)

View all positions for LifePlan Financial

Top funds holding Ishares Tr ibonds dec2026

Bank of America Corporation
Morgan Stanley
Wells Fargo & Company
Northwestern Mutual Wealth Management Company
Mercer Global Advisors
Capital Advisors
Envestnet Asset Management
LPL Financial
Hm Payson & Co
Stifel Financial
Raymond James Financial Services Advisors
Gratus Wealth Advisors
Royal Bank of Canada
Benjamin F. Edwards & Company
Sigma Investment Counselors

View all funds holding Ishares Tr ibonds dec2026