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Ishares Tr ibonds etf shares owned by Bullock Wealth Management Group

Quarter-by-quarter ownership of Ishares Tr ibonds etf (IBDS) shares owned by Bullock Wealth Management Group from 13F filings

Historical chart of Bullock Wealth Management Group investment in Ishares Tr ibonds etf

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr ibonds etf held by Bullock Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr ibonds etf by Bullock Wealth Management Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.3M 53k 24.15
2025-12-31 $1.0M 43k 24.28

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View all positions for Bullock Wealth Management Group

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