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Ishares Tr ibds dec28 etf shares owned by Carson Advisory

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

Historical chart of Carson Advisory investment in Ishares Tr ibds dec28 etf

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All positions including Ishares Tr ibds dec28 etf held by Carson Advisory 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 Carson Advisory

Quarter filed Position value Share count Share price at filing
2025-12-31 $261k 10k 25.46

More positions owned by Carson Advisory

Home Depot (HD)
Capital Group Conservative E SHS (CGCV)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
T Rowe Price Etf Cap Appreciation (TCAF)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Southern Company (SO)
Apple (AAPL)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
International Business Machines (IBM)
Edison International (EIX)
Dominion Resources (D)
AES Corporation (AES)
Microsoft Corporation (MSFT)
Duke Energy Corp Com New (DUK)
Capital Group Dividend Value Shs Creation Uni (CGDV)

View all positions for Carson Advisory

Top funds holding Ishares Tr ibds dec28 etf

Mercer Global Advisors
Capital Investment Advisors
Capital Advisors
UBS Group
Raymond James Financial
Vishria Bird Financial Group
Lido Advisors
Hm Payson & Co
LPL Financial
Royal Bank of Canada
Wells Fargo & Company
HighTower Advisors
Woodmont Investment Counsel
Ameriprise Financial
Sound View Wealth Advisors Group

View all funds holding Ishares Tr ibds dec28 etf