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Ishares Tr ibonds dec2026 shares owned by WJ Wealth Management

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

Historical chart of WJ 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 WJ 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 WJ Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $13M 519k 24.30
2024-06-30 $10M 434k 23.82
2024-03-31 $9.9M 416k 23.85
2023-12-31 $7.8M 328k 23.90

More positions owned by WJ Wealth Management

Ishares Tr Msci Usa Qlt Fct (QUAL)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Harbor Etf Trust Long Term Grower (WINN)
Blackrock Etf Trust Ii Flexible Income (BINC)
Ishares Tr Rus Tp200 Gr Etf (IWY)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Ibonds Dec2026 (IBDR)
Ishares Tr Ibonds 27 Etf (IBDS)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
First Tr Exchange-traded Rba Indl Etf (AIRR)
Ishares Tr S&p 100 Etf (OEF)
Etfis Ser Tr I Virtus Newfleet (NFLT)
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)

View all positions for WJ Wealth Management

Top funds holding Ishares Tr ibonds dec2026

Bank of America Corporation
Morgan Stanley
Wells Fargo & Company
Envestnet Asset Management
LPL Financial
Mercer Global Advisors
Capital Advisors
Hm Payson & Co
Shufro Rose & Co
Stifel Financial
Raymond James Financial Services Advisors
Gratus Wealth Advisors
Royal Bank of Canada
Sound View Wealth Advisors Group
Pamela Horwath

View all funds holding Ishares Tr ibonds dec2026