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
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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 |
|---|---|---|---|
| 2025-09-30 | $534k | 22k | 24.34 |
| 2025-06-30 | $527k | 22k | 24.27 |
| 2025-03-31 | $519k | 22k | 24.18 |
| 2024-12-31 | $511k | 21k | 23.96 |
| 2024-09-30 | $512k | 21k | 24.37 |
| 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 |
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