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Ishares Tr ibonds etf shares owned by Provenance Wealth Advisors

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

Historical chart of Provenance Wealth Advisors investment in Ishares Tr ibonds etf

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All positions including Ishares Tr ibonds etf held by Provenance 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 Provenance Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $802k 33k 24.34
2025-06-30 $826k 34k 24.27
2025-03-31 $833k 35k 24.18
2024-12-31 $948k 40k 23.96
2024-09-30 $452k 19k 24.37
2024-06-30 $194k 8.2k 23.73
2024-03-31 $195k 8.2k 23.80
2023-12-31 $200k 8.3k 23.93
2023-09-30 $143k 6.2k 23.14