WJ Wealth Management »

Ishares Tr ibonds etf shares owned by WJ Wealth Management

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

Historical chart of WJ Wealth Management investment in Ishares Tr ibonds etf

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr ibonds etf held by WJ Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr ibonds etf by WJ Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $12M 506k 24.37
2024-06-30 $8.5M 357k 23.73
2024-03-31 $8.9M 373k 23.80
2023-12-31 $3.1M 129k 23.93

More positions owned by WJ Wealth Management

Ishares Tr Msci Usa Qlt Fct (QUAL)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Harbor Etf Trust Long Term Grower (WINN)
Blackrock Etf Trust Ii Flexible Income (BINC)
Ishares Tr Rus Tp200 Gr Etf (IWY)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Ibonds Dec2026 (IBDR)
Ishares Tr Ibonds 27 Etf (IBDS)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
First Tr Exchange-traded Rba Indl Etf (AIRR)
Ishares Tr S&p 100 Etf (OEF)
Etfis Ser Tr I Virtus Newfleet (NFLT)
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)

View all positions for WJ Wealth Management

Top funds holding Ishares Tr ibonds etf

Bank of America Corporation
Shufro Rose & Co
Capital Advisors
Morgan Stanley
Aptus Capital Advisors
Envestnet Asset Management
Mercer Global Advisors
Capital Investment Advisors
Royal Bank of Canada
Raymond James Financial Services Advisors
Wells Fargo & Company
LPL Financial
Woodmont Investment Counsel
Gratus Wealth Advisors
HighTower Advisors

View all funds holding Ishares Tr ibonds etf