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Ishares Tr ibonds etf shares owned by Houlihan Financial Resource Group

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

Historical chart of Houlihan Financial Resource Group investment in Ishares Tr ibonds etf

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All positions including Ishares Tr ibonds etf held by Houlihan Financial Resource 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 Houlihan Financial Resource Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.1M 208k 24.37
2024-06-30 $4.3M 182k 23.73
2024-03-31 $4.1M 174k 23.80
2023-12-31 $3.6M 150k 23.93
2023-09-30 $2.4M 103k 23.07
2023-06-30 $21M 894k 23.62
2023-03-31 $1.1M 47k 23.83

More positions owned by Houlihan Financial Resource Group

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Scp Etf (IJR)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Microsoft Corporation (MSFT)
Ishares Tr Core Div Grwth (DGRO)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Ibonds Dec24 Etf (IBDP)
Ishares Tr Ibonds Dec25 Etf (IBDQ)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr S&p Divid Etf (SDY)
Ishares Tr Pfd And Incm Sec (PFF)
Amazon (AMZN)
Ishares Tr Ibonds Dec2026 (IBDR)

View all positions for Houlihan Financial Resource Group

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