R. M. Davis »

Ishares Tr ibonds etf shares owned by R. M. Davis

Quarter-by-quarter ownership of Ishares Tr ibonds etf (IBDS) shares owned by R. M. Davis from 13F filings

Historical chart of R. M. Davis investment in Ishares Tr ibonds etf

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All positions including Ishares Tr ibonds etf held by R. M. Davis consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr ibonds etf by R. M. Davis

Quarter filed Position value Share count Share price at filing
2026-06-30 $208k 8.6k 24.22

More positions owned by R. M. Davis

State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Apple (AAPL)
Alphabet Cap Stk Cl A (GOOGL)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p Mcp Etf (IJH)
Palo Alto Networks (PANW)
Amphenol Corp Cl A (APH)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Small Cp Etf (VB)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
JPMorgan Chase & Co. (JPM)
Costco Wholesale Corporation (COST)
Visa Com Cl A (V)

View all positions for R. M. Davis

Top funds holding Ishares Tr ibonds etf

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

View all funds holding Ishares Tr ibonds etf