Ishares Tr ibonds etf shares owned by UMA Financial Services
Quarter-by-quarter ownership of Ishares Tr ibonds etf (IBDS) shares owned by UMA Financial Services
from 13F filings
Historical chart of UMA Financial Services investment in Ishares Tr ibonds etf
Tip: Access up to 7 years of quarterly data
All positions including Ishares Tr ibonds etf held by UMA Financial Services consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Ishares Tr ibonds etf by UMA Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $165k | 6.8k | 24.24 |
| 2025-12-31 | $53k | 2.2k | 24.28 |
| 2025-09-30 | $53k | 2.2k | 24.34 |
| 2025-06-30 | $53k | 2.2k | 24.27 |
| 2025-03-31 | $53k | 2.2k | 24.18 |