Birchwood Financial Partners »

Ishares Tr ibonds etf shares owned by Birchwood Financial Partners

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

Historical chart of Birchwood Financial Partners investment in Ishares Tr ibonds etf

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr ibonds etf held by Birchwood Financial Partners 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 etf by Birchwood Financial Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $50k 2.1k 24.27

More positions owned by Birchwood Financial Partners

Ishares Esg Aware Msci Usa Etf Etf (ESGU)
Apple Stock (AAPL)
Schwab Fundamental International Equity Etf Etf (FNDF)
Pimco Active Bond Exchange-traded Fund Etf (BOND)
Vanguard S&p 500 Etf Etf (VOO)
Harbor Long-term Growers Etf Etf (WINN)
Microsoft Stock (MSFT)
Donaldson Stock (DCI)
Schwab Fundamental Emerging Markets Equity Etf Etf (FNDE)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares Esg Aware Msci Usa Small-cap Etf Etf (ESML)
Unitedhealth Group Stock (UNH)
Vanguard Extended Market Etf Etf (VXF)
Jpmorgan Diversified Return Emerging Markets Equity Etf Etf (JPEM)
Schwab U.s. Large-cap Growth Etf Etf (SCHG)

View all positions for Birchwood Financial Partners

Top funds holding Ishares Tr ibonds etf

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

View all funds holding Ishares Tr ibonds etf