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Ishares Tr ibds dec28 etf shares owned by Hamel Associates

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

Historical chart of Hamel Associates investment in Ishares Tr ibds dec28 etf

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All positions including Ishares Tr ibds dec28 etf held by Hamel Associates 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 Hamel Associates

Quarter filed Position value Share count Share price at filing
2023-12-31 $5.2M 206k 25.09
2023-09-30 $3.4M 140k 24.03
2023-06-30 $3.0M 124k 24.50
2023-03-31 $641k 26k 24.94

More positions owned by Hamel Associates

Apple (AAPL)
Wal-Mart Stores (WMT)
Microsoft Corporation (MSFT)
Johnson & Johnson (JNJ)
ConocoPhillips (COP)
Alphabet Cap Stk Cl C (GOOG)
Procter & Gamble Company (PG)
Merck & Co (MRK)
Chubb (CB)
United Parcel Service CL B (UPS)
Illinois Tool Works (ITW)
Ishares Tr Ibonds Dec2026 (IBDR)
Ishares Tr Ibonds Dec25 Etf (IBDQ)
Ishares Tr Ibonds Dec24 Etf (IBDP)
Union Pacific Corporation (UNP)

View all positions for Hamel Associates

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
Advisors Capital Management
Sigma Investment Counselors
Kathmere Capital Management
HighTower Advisors
Gateway Advisory
Wells Fargo & Company
Raymond James Financial Services Advisors

View all funds holding Ishares Tr ibds dec28 etf