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Ishares Tr ibds dec28 etf shares owned by Cornerstone Planning

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

Historical chart of Cornerstone Planning investment in Ishares Tr ibds dec28 etf

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr ibds dec28 etf held by Cornerstone Planning 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 Cornerstone Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $8.6M 339k 25.48

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Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
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Ishares Tr Ibonds Dec2026 (IBDR)
NVIDIA Corporation (NVDA)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ)
Ishares Tr Ibonds 2026 Term (IBHF)
Apple (AAPL)
Ishares Tr Ibonds 26 Trm Ts (IBTG)
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)
Ishares Tr Ibonds 27 Etf (IBDS)
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)
Ishares Tr Ibds Dec28 Etf (IBDT)
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)

View all positions for Cornerstone Planning

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