Ishares Tr ibonds etf shares owned by Captrust Financial Advisors
Quarter-by-quarter ownership of Ishares Tr ibonds etf (IBDS) shares owned by Captrust Financial Advisors
from 13F filings
Historical chart of Captrust Financial Advisors investment in Ishares Tr ibonds etf
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All positions including Ishares Tr ibonds etf held by Captrust Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Ishares Tr ibonds etf by Captrust Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $22M | 901k | 24.34 |
| 2025-06-30 | $19M | 767k | 24.27 |
| 2025-03-31 | $17M | 706k | 24.18 |
| 2024-12-31 | $14M | 590k | 23.96 |
| 2024-09-30 | $10M | 414k | 24.37 |
| 2024-06-30 | $7.2M | 304k | 23.73 |
| 2024-03-31 | $5.4M | 229k | 23.80 |
| 2023-12-31 | $3.8M | 158k | 23.93 |
| 2023-09-30 | $1.1M | 46k | 23.14 |
| 2023-06-30 | $1.1M | 46k | 23.48 |
| 2023-03-31 | $1.1M | 47k | 23.82 |
| 2022-12-31 | $1.1M | 47k | 23.37 |
| 2022-09-30 | $3.6M | 158k | 23.00 |
| 2022-06-30 | $3.8M | 158k | 23.87 |
| 2022-03-31 | $3.8M | 153k | 24.94 |
| 2021-12-31 | $4.0M | 151k | 26.56 |
| 2021-09-30 | $4.1M | 151k | 26.98 |
| 2021-06-30 | $4.2M | 156k | 27.05 |
| 2021-03-31 | $5.2M | 196k | 26.72 |
| 2020-12-31 | $5.1M | 184k | 27.57 |
| 2020-09-30 | $4.1M | 150k | 27.21 |
| 2020-06-30 | $3.9M | 146k | 27.01 |
| 2020-03-31 | $285k | 12k | 24.35 |
| 2019-12-31 | $310k | 12k | 25.98 |
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