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Ishares Tr ibonds etf shares owned by Burkett Financial Services

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

Historical chart of Burkett Financial Services investment in Ishares Tr ibonds etf

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr ibonds etf by Burkett Financial Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $61k 2.5k 24.28

More positions owned by Burkett Financial Services

Schwab US Large Cap Growth ETF Equity (SCHG)
Schwab US Dividend Equity ETF Equity (SCHD)
Vanguard FTSE Developed Markets ETF Equity (VEA)
MSCI EAFA Hedged Dollar ETF Equity (DBEF)
Eagle Capital Select Equity ETF Equity (EAGL)
Calamos S&P Structured ALT ETF Equity (CPSL)
iShares MSCI Min Vol Emerging Markets ETF Equity (EEMV)
iShares S&P 400 Mid Index Equity (IJH)
iShares S&P 600 Small Cap Index Equity (IJR)
Loar Holdings Equity (LOAR)
Vanguard Intermediate Treasury ETF Equity (VGIT)
Apple Equity (AAPL)
Microsoft Corp Equity (MSFT)
Schwab Mid Cap Blend ETF Equity (SCHM)
iShares S&P 500 Growth Equity (IVW)

View all positions for Burkett Financial Services

Top funds holding Ishares Tr ibonds etf

UBS Group
Mercer Global Advisors
Hm Payson & Co
Lido Advisors
Raymond James Financial
LPL 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
Woodmont Investment Counsel

View all funds holding Ishares Tr ibonds etf