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Ishares Tr ibds dec28 etf shares owned by Cornerstone Wealth Advisors

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

Historical chart of Cornerstone Wealth Advisors 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 Wealth Advisors 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 Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $562k 22k 25.25

More positions owned by Cornerstone Wealth Advisors

Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Rus 1000 Grw Etf (IWF)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)

View all positions for Cornerstone Wealth Advisors

Top funds holding Ishares Tr ibds dec28 etf

Bank of America Corporation
Mercer Global Advisors
Morgan Stanley
Lido Advisors
Capital Investment Advisors
UBS Group
Capital Advisors
Raymond James Financial
Hm Payson & Co
LPL Financial
HighTower Advisors
Ameriprise Financial
Royal Bank of Canada
Sound View Wealth Advisors Group
Wells Fargo & Company

View all funds holding Ishares Tr ibds dec28 etf