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Ishares Tr ibds dec28 etf shares owned by Morton Capital Management

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

Historical chart of Morton Capital 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 Morton Capital 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 Morton Capital Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $250k 10k 24.90
2023-12-31 $250k 10k 25.09

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View all positions for Morton Capital Management

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
HighTower Advisors
Kathmere Capital Management
Gateway Advisory
Wells Fargo & Company
Us Bancorp

View all funds holding Ishares Tr ibds dec28 etf