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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
2024-03-31 $2.4M 95k 24.90
2023-12-31 $2.3M 92k 25.09

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Amplify Etf Tr Blackswan Grwt (SWAN)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
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Ishares Tr Ibds Dec28 Etf (IBDT)
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Vanguard World Mega Grwth Ind (MGK)

View all positions for LifePlan Financial

Top funds holding Ishares Tr ibds dec28 etf

Bank of America Corporation
Capital Advisors
Capital Investment 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