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Ishares Tr ibonds etf shares owned by Next Level Wealth Planning

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

Historical chart of Next Level Wealth Planning investment in Ishares Tr ibonds etf

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr ibonds etf held by Next Level Wealth Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr ibonds etf by Next Level Wealth Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $277k 11k 24.34

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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