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Ishares Tr ibds dec28 etf shares owned by LifePlan Financial

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

Historical chart of LifePlan Financial 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 LifePlan Financial 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 LifePlan Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.5M 99k 25.53
2024-06-30 $2.4M 97k 24.77
2024-03-31 $2.4M 95k 24.90
2023-12-31 $2.3M 92k 25.09

More positions owned by LifePlan Financial

Ishares Gold Tr Ishares New (IAU)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Select Sector Spdr Tr Sbi Materials (XLB)
Amplify Etf Tr Blackswan Grwt (SWAN)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Select Sector Spdr Tr Energy (XLE)
Ishares Tr Ibonds Dec 29 (IBTJ)
Ishares Tr Ibds Dec28 Etf (IBDT)
Ishares Tr Ibonds 27 Etf (IBDS)
Ishares Tr Ibonds Dec2026 (IBDR)
Ishares Tr Ibonds Dec25 Etf (IBDQ)
salesforce (CRM)
Microsoft Corporation (MSFT)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)

View all positions for LifePlan Financial

Top funds holding Ishares Tr ibds dec28 etf

Bank of America Corporation
Morgan Stanley
Capital Investment Advisors
Capital Advisors
Aptus Capital Advisors
Envestnet Asset Management
Mercer Global Advisors
Woodmont Investment Counsel
Royal Bank of Canada
LPL Financial
Raymond James Financial Services Advisors
Gratus Wealth Advisors
Wells Fargo & Company
Klingman & Associates
Sigma Investment Counselors

View all funds holding Ishares Tr ibds dec28 etf