R. M. Davis »

Ishares Tr ibonds dec2026 shares owned by R. M. Davis

Quarter-by-quarter ownership of Ishares Tr ibonds dec2026 (IBDR) shares owned by R. M. Davis from 13F filings

Historical chart of R. M. Davis investment in Ishares Tr ibonds dec2026

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

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Quarterly reported holdings in Ishares Tr ibonds dec2026 by R. M. Davis

Quarter filed Position value Share count Share price at filing
2026-06-30 $214k 8.8k 24.23

More positions owned by R. M. Davis

State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Apple (AAPL)
Alphabet Cap Stk Cl A (GOOGL)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p Mcp Etf (IJH)
Palo Alto Networks (PANW)
Amphenol Corp Cl A (APH)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Small Cp Etf (VB)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
JPMorgan Chase & Co. (JPM)
Costco Wholesale Corporation (COST)
Visa Com Cl A (V)

View all positions for R. M. Davis

Top funds holding Ishares Tr ibonds dec2026

Bank of America Corporation
Lido Advisors
Mercer Global Advisors
Hm Payson & Co
LPL Financial
Morgan Stanley
Raymond James Financial
Commonwealth Equity Services
Gratus Wealth Advisors
Kathmere Capital Management
Pamela Horwath
Sound View Wealth Advisors Group
Captrust Financial Advisors
Royal Bank of Canada
HighTower Advisors

View all funds holding Ishares Tr ibonds dec2026