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Ishares Tr ibonds etf shares owned by Modern Wealth Management

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

Historical chart of Modern 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 Modern 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 Modern Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.5M 183k 24.34
2025-06-30 $4.0M 166k 24.27
2025-03-31 $3.0M 124k 24.18
2024-12-31 $2.1M 88k 23.96

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Microsoft Corporation (MSFT)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds Total Stk Mkt (VTI)
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J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
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Victory Portfolios Ii Shares Free Cash (VFLO)
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Ishares Tr 0-5 Yr Tips Etf (STIP)
American Centy Etf Tr Avantis Emgmkt (AVEM)

View all positions for Modern Wealth Management

Top funds holding Ishares Tr ibonds etf

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