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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
2024-12-31 $3.8M 158k 23.96
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

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View all positions for Executive Wealth Management

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