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Ishares Tr ibonds etf shares owned by Pension & Wealth Management Advisors

Quarter-by-quarter ownership of Ishares Tr ibonds etf (IBDS) shares owned by Pension & Wealth Management Advisors from 13F filings

Historical chart of Pension & Wealth Management Advisors investment in Ishares Tr ibonds etf

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr ibonds etf held by Pension & Wealth Management 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 Pension & Wealth Management Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $103k 4.3k 24.22
2025-09-30 $38k 1.6k 24.34
2025-06-30 $38k 1.6k 24.27
2025-03-31 $38k 1.6k 24.18
2024-12-31 $37k 1.6k 23.96

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State Street Doubleline Total Return Tactical Etf Etf (TOTL)
Vanguard Total Stock Market Etf Etf (VTI)
Ishares Core Msci Total International Stock Etf Etf (IXUS)
Capital Group International Equity Etf Etf (CGIE)
Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW)
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Wisdomtree Emerging Markets Smallcap Dividend Fund Etf (DGS)
Ishares Aaa Clo Active Etf Etf (CLOA)
Vaneck Ig Floating Rate Etf Etf (FLTR)
Apple Stock (AAPL)
Nvidia Corporation Stock (NVDA)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Vanguard Dividend Appreciation Etf Etf (VIG)

View all positions for Pension & Wealth Management Advisors

Top funds holding Ishares Tr ibonds etf

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

View all funds holding Ishares Tr ibonds etf