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Ishares Tr ibds dec28 etf shares owned by Element Wealth

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

Historical chart of Element Wealth 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 Element Wealth 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 Element Wealth

Quarter filed Position value Share count Share price at filing
2023-12-31 $238k 9.5k 25.09
2023-09-30 $180k 7.5k 24.03
2023-06-30 $163k 6.7k 24.50
2023-03-31 $116k 4.7k 24.94
2022-12-31 $75k 3.1k 24.29

More positions owned by Element Wealth

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr TRS FLT RT BD (TFLO)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Msci Eafe (IEFA)
Pimco Access Income Fund Shs Benfin Int (PAXS)
Pimco Dynamic Income Oprnts Com Ben Shs (PDO)
Ishares Tr Core S&p Ttl Stk (ITOT)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Hartford Fds Exchange Traded Schrdrs Tax Bd (HTAB)
Ishares Core Msci Emkt (IEMG)

View all positions for Element Wealth

Top funds holding Ishares Tr ibds dec28 etf

Bank of America Corporation
Capital Investment Advisors
Capital Advisors
Royal Bank of Canada
Woodmont Investment Counsel
Mercer Global Advisors
UBS Group
Klingman & Associates
Raymond James Financial Services Advisors
Sigma Investment Counselors
Advisors Capital Management
Kathmere Capital Management
HighTower Advisors
Gateway Advisory
Wells Fargo & Company

View all funds holding Ishares Tr ibds dec28 etf