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Ishares Tr ibonds etf shares owned by Executive Wealth Management

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

Historical chart of Executive Wealth Management investment in Ishares Tr ibonds etf

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr ibonds etf by Executive Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.8M 116k 24.37
2024-06-30 $767k 32k 23.73
2024-03-31 $424k 18k 23.67
2023-12-31 $255k 11k 23.93

More positions owned by Executive Wealth Management

Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Goldman Sachs Etf Tr Access Invt Gr (GIGB)
Apple (AAPL)
Goldman Sachs Etf Tr Activebeta Int (GSIE)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Msci Usa Min Vol (USMV)
Spdr Ser Tr Portfolio S&p500 (SPLG)
American Centy Etf Tr Intl Eqt Etf (AVDE)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Scp Etf (IJR)
Angel Oak Funds Trust Income Etf (CARY)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)

View all positions for Executive Wealth Management

Top funds holding Ishares Tr ibonds etf

Bank of America Corporation
Shufro Rose & Co
Capital Advisors
Morgan Stanley
Aptus Capital Advisors
Envestnet Asset Management
Mercer Global Advisors
Capital Investment Advisors
Royal Bank of Canada
Raymond James Financial Services Advisors
Wells Fargo & Company
LPL Financial
Woodmont Investment Counsel
Gratus Wealth Advisors
HighTower Advisors

View all funds holding Ishares Tr ibonds etf