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Ishares Tr ibonds etf shares owned by Monticello Wealth Management

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

Historical chart of Monticello 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 Monticello 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 Monticello Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $494k 21k 23.80
2024-06-30 $493k 21k 23.73
2024-03-31 $494k 21k 23.80
2023-12-31 $497k 21k 23.93
2023-09-30 $481k 21k 23.14
2023-06-30 $478k 20k 23.48