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Ishares Tr ibds dec28 etf shares owned by Keystone Wealth Services

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

Historical chart of Keystone Wealth Services 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 Keystone Wealth Services 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 Keystone Wealth Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $517k 21k 24.91
2023-12-31 $615k 25k 25.09
2023-09-30 $585k 24k 24.03
2023-06-30 $627k 26k 24.50
2023-03-31 $462k 19k 24.94
2022-12-31 $333k 14k 24.29

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View all positions for Keystone Wealth Services

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
Advisors Capital Management
Sigma Investment Counselors
Kathmere Capital Management
HighTower Advisors
Gateway Advisory
Wells Fargo & Company

View all funds holding Ishares Tr ibds dec28 etf