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Ishares Tr ibonds etf shares owned by Action Point Financial Planning

Quarter-by-quarter ownership of Ishares Tr ibonds etf (IBDS) shares owned by Action Point Financial Planning from 13F filings

Historical chart of Action Point Financial Planning investment in Ishares Tr ibonds etf

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr ibonds etf held by Action Point Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr ibonds etf by Action Point Financial Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $718k 30k 24.22

More positions owned by Action Point Financial Planning

Spdr Series Trust St Str P500etf (SPYM)
Alphabet Cap Stk Cl C (GOOG)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Dimensional Etf Trust Us Small Cap Etf (DFSV)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Pimco Etf Tr Multisector Bd (PYLD)
Schwab Strategic Tr Us Dividend Eq (SCHD)
American Centy Etf Tr Avantis Emgmkt (AVEM)
American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Dimensional Etf Trust Us High Prof Etf (DUHP)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Action Point Financial Planning

Top funds holding Ishares Tr ibonds etf

Bank of America Corporation
Mercer Global Advisors
Morgan Stanley
Lido Advisors
UBS Group
Hm Payson & Co
Raymond James Financial
LPL Financial
Sound View Wealth Advisors Group
Capital Investment Advisors
Ameriprise Financial
Royal Bank of Canada
Commonwealth Equity Services
Captrust Financial Advisors
Gratus Wealth Advisors

View all funds holding Ishares Tr ibonds etf