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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

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

Quarter filed Position value Share count Share price at filing
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)
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Ishares Tr TRS FLT RT BD (TFLO)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Tr S&p 100 Etf (OEF)
NVIDIA Corporation (NVDA)
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Harbor Etf Trust Long Term Grower (WINN)
Ishares Tr Ibonds 27 Etf (IBDS)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Us Vlu (IUSV)

View all positions for WJ Wealth Management

Top funds holding Ishares Tr ibonds etf

Bank of America Corporation
Capital Advisors
Capital Investment Advisors
UBS Group
Royal Bank of Canada
Miracle Mile Advisors
Raymond James Financial Services Advisors
Mercer Global Advisors
Woodmont Investment Counsel
Klingman & Associates
Wells Fargo & Company
Branch Banking & Trust Company
Sigma Investment Counselors
HighTower Advisors
Kathmere Capital Management

View all funds holding Ishares Tr ibonds etf