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Ishares Tr ibonds etf shares owned by New England Private Wealth Advisors

Quarter-by-quarter ownership of Ishares Tr ibonds etf (IBDS) shares owned by New England Private Wealth Advisors from 13F filings

Historical chart of New England Private Wealth Advisors investment in Ishares Tr ibonds etf

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All positions including Ishares Tr ibonds etf held by New England Private Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr ibonds etf by New England Private Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.8M 74k 24.34
2025-06-30 $1.8M 74k 24.22
2025-03-31 $1.8M 74k 24.18
2024-12-31 $1.2M 50k 23.96

More positions owned by New England Private Wealth Advisors

Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Total Stk Mkt (VTI)
First Tr Exchange-traded SHS (FVD)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Vanguard Index Fds Extend Mkt Etf (VXF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Future Exponenti (XT)
Vanguard Whitehall Fds Intl High Etf (VYMI)
First Tr Exchange Traded Nasd Tech Div (TDIV)

View all positions for New England Private Wealth Advisors

Top funds holding Ishares Tr ibonds etf

Capital Advisors
Morgan Stanley
Mercer Global Advisors
Hm Payson & Co
Lido Advisors
UBS Group
Raymond James Financial
LPL Financial
Aptus Capital Advisors
Wells Fargo & Company
Ameriprise Financial
Royal Bank of Canada
HighTower Advisors
Sound View Wealth Advisors Group
Capital Investment Advisors

View all funds holding Ishares Tr ibonds etf