Ellis Investment Partners »

Ishares Tr ibds dec28 etf shares owned by Ellis Investment Partners

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

Historical chart of Ellis Investment Partners 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 Ellis Investment Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr ibds dec28 etf by Ellis Investment Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $440k 17k 25.46

More positions owned by Ellis Investment Partners

Vanguard Index Fds Growth Etf (VUG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Select Divid Etf (DVY)
Apple (AAPL)
Cohen & Steers REIT/P (RNP)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Sp Smcp600vl Etf (IJS)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Ishares Tr Core S&p Mcp Etf (IJH)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Ishares Tr Core S&p Scp Etf (IJR)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr S&p 500 Grwt Etf (IVW)

View all positions for Ellis Investment Partners

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
Sound View Wealth Advisors Group
Hengehold Capital Management

View all funds holding Ishares Tr ibds dec28 etf