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Ishares Tr ibonds etf shares owned by Ballast Advisors

Quarter-by-quarter ownership of Ishares Tr ibonds etf (IBDS) shares owned by Ballast Advisors from 13F filings

Historical chart of Ballast Advisors investment in Ishares Tr ibonds etf

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr ibonds etf by Ballast Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $141k 5.8k 24.34
2025-03-31 $85k 3.5k 24.18
2024-12-31 $30k 1.2k 23.96

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View all positions for Ballast Advisors

Top funds holding Ishares Tr ibonds etf

Capital Advisors
Morgan Stanley
Mercer Global Advisors
Hm Payson & Co
Lido Advisors
UBS Group
Raymond James Financial
LPL Financial
Aptus Capital Advisors
Wells Fargo & Company
Ameriprise Financial
Royal Bank of Canada
HighTower Advisors
Sound View Wealth Advisors Group
Capital Investment Advisors

View all funds holding Ishares Tr ibonds etf