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Ishares Tr ibonds dec2026 shares owned by SageView Advisory Group

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

Historical chart of SageView Advisory Group investment in Ishares Tr ibonds dec2026

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr ibonds dec2026 by SageView Advisory Group

Quarter filed Position value Share count Share price at filing
2024-06-30 $305k 13k 23.82
2023-12-31 $755k 32k 23.92
2023-09-30 $3.1M 132k 23.34
2023-06-30 $2.7M 116k 23.47
2023-03-31 $2.4M 103k 23.73
2022-12-31 $2.2M 96k 23.35

More positions owned by SageView Advisory Group

Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Extend Mkt Etf (VXF)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Ishares Tr Core Intl Aggr (IAGG)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Ishares Tr Global Reit Etf (REET)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr National Mun Etf (MUB)
Spdr Series Trust Portfli High Yld (SPHY)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for SageView Advisory Group

Top funds holding Ishares Tr ibonds dec2026

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
HighTower Advisors

View all funds holding Ishares Tr ibonds dec2026