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Ishares Tr ibds dec28 etf shares owned by Centric Wealth Management

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

Historical chart of Centric Wealth Management investment in Ishares Tr ibds dec28 etf

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All positions including Ishares Tr ibds dec28 etf held by Centric Wealth Management 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 Centric Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.3M 167k 25.50
2025-06-30 $4.1M 160k 25.38
2025-03-31 $3.8M 151k 25.26
2024-12-31 $3.6M 144k 24.90
2024-09-30 $2.6M 103k 24.99

More positions owned by Centric Wealth Management

United Parcel Service CL B (UPS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Hartford Fds Exchange Traded Strategic Income (HFSI)
UnitedHealth (UNH)
Microsoft Corporation (MSFT)
Pacer Fds Tr Lunt Lrgcp Multi (PALC)
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)
NVIDIA Corporation (NVDA)
Eli Lilly & Co. (LLY)
Ishares Tr Ibonds Dec 2030 (IBDV)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Advanced Micro Devices (AMD)

View all positions for Centric Wealth Management

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