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Ishares Tr ibonds dec2026 shares owned by Modern Wealth Management

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

Historical chart of Modern 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 Modern 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 Modern Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.5M 184k 24.30
2025-06-30 $4.0M 166k 24.25
2025-03-31 $3.0M 124k 24.21
2024-12-31 $2.1M 87k 24.07
2024-09-30 $662k 27k 24.30

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Microsoft Corporation (MSFT)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds Total Stk Mkt (VTI)
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J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Victory Portfolios Ii Shares Free Cash (VFLO)
Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr 0-5 Yr Tips Etf (STIP)
American Centy Etf Tr Avantis Emgmkt (AVEM)

View all positions for Modern 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