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Ishares Tr ibonds etf shares owned by Talisman Wealth Advisors

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

Historical chart of Talisman Wealth 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 Talisman 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 Talisman Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $209k 8.7k 23.96
2024-09-30 $279k 11k 24.40

More positions owned by Talisman Wealth Advisors

Ishares Tr Core Div Grwth (DGRO)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Rus 1000 Grw Etf (IWF)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Microsoft Corporation (MSFT)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Total Stk Mkt (VTI)
Pimco Etf Tr Multisector Bd (PYLD)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Johnson & Johnson (JNJ)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Ishares Tr Core S&p Ttl Stk (ITOT)
JPMorgan Chase & Co. (JPM)

View all positions for Talisman 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