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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
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 (Principal) (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)
Ishares Tr Core Intl Aggr (Principal) (IAGG)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Ishares Tr Global Reit Etf (REET)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Apple (AAPL)
Flexshares Tr Mornstar Usmkt (TILT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Ishares Tr National Mun Etf (Principal) (MUB)
Ishares Tr Jpmorgan Usd Emg (Principal) (EMB)

View all positions for SageView Advisory Group

Top funds holding Ishares Tr ibonds dec2026

Bank of America Corporation
Shufro Rose & Co
UBS Group
Capital Advisors
Mercer Global Advisors
Raymond James Financial Services Advisors
Royal Bank of Canada
Stifel Financial
Wells Fargo & Company
Sigma Investment Counselors
Klingman & Associates
HighTower Advisors
Kathmere Capital Management
Granite Bay Wealth Management
Sound View Wealth Advisors Group

View all funds holding Ishares Tr ibonds dec2026