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Ishares Tr ibds dec28 etf shares owned by Monticello Wealth Management

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

Historical chart of Monticello Wealth Management 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 Monticello Wealth Management 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 Monticello Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $497k 20k 24.91
2023-12-31 $500k 20k 25.09
2023-09-30 $479k 20k 24.03
2023-06-30 $477k 20k 24.50