Wells Financial Advisors »

Ishares Tr ibonds dec2026 shares owned by Wells Financial Advisors

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

Historical chart of Wells Financial Advisors investment in Ishares Tr ibonds dec2026

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr ibonds dec2026 by Wells Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $170k 7.0k 24.30
2024-06-30 $218k 9.2k 23.82
2024-03-31 $219k 9.2k 23.85
2023-09-30 $214k 9.2k 23.34
2023-06-30 $215k 9.2k 23.47
2023-03-31 $236k 10k 23.73
2022-12-31 $233k 10k 23.35
2022-09-30 $156k 6.8k 23.08
2022-06-30 $161k 6.8k 23.82
2022-03-31 $167k 6.8k 24.70
2021-12-31 $176k 6.8k 26.04
2021-09-30 $158k 6.0k 26.51
2021-06-30 $159k 6.0k 26.68
2021-03-31 $157k 6.0k 26.34
2020-12-31 $162k 6.0k 27.18