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Ishares Tr ibds dec28 etf shares owned by BridgePort Financial Solutions

Quarter-by-quarter ownership of Ishares Tr ibds dec28 etf (IBDT) shares owned by BridgePort Financial Solutions from 13F filings

Historical chart of BridgePort Financial Solutions investment in Ishares Tr ibds dec28 etf

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All positions including Ishares Tr ibds dec28 etf held by BridgePort Financial Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr ibds dec28 etf by BridgePort Financial Solutions

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.7M 66k 25.52
2025-06-30 $1.7M 66k 25.42
2025-03-31 $1.7M 67k 25.26
2024-12-31 $1.7M 67k 25.19

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Ishares Tr Core S&p500 Etf (IVV)
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J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Blackrock Etf Trust Ishares Us Equit (DYNF)
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Berkshire Hathaway Inc Del Cl B New (BRK.B)
Microsoft Corporation (MSFT)
Ishares Tr Msci Usa Min Vol (USMV)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Ishares Tr S&p 100 Etf (OEF)
NVIDIA Corporation (NVDA)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)

View all positions for BridgePort Financial Solutions

Top funds holding Ishares Tr ibds dec28 etf

Morgan Stanley
Capital Investment Advisors
Mercer Global Advisors
Capital Advisors
Raymond James Financial
Vishria Bird Financial Group
Lido Advisors
UBS Group
Royal Bank of Canada
LPL Financial
Wells Fargo & Company
Woodmont Investment Counsel
HighTower Advisors
Hengehold Capital Management
Golub Group

View all funds holding Ishares Tr ibds dec28 etf