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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All positions including Ishares Tr ibonds etf held by Monticello Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly 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 |
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