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Ishares Tr ibds dec28 etf shares owned by Next Level Wealth Planning

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

Historical chart of Next Level Wealth Planning 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 Next Level Wealth Planning 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 Next Level Wealth Planning

Quarter filed Position value Share count Share price at filing
2026-03-31 $246k 9.7k 25.33

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Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
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View all positions for Next Level Wealth Planning

Top funds holding Ishares Tr ibds dec28 etf

Mercer Global Advisors
Capital Investment Advisors
Capital Advisors
UBS Group
Raymond James Financial
Hm Payson & Co
Lido Advisors
LPL Financial
Wells Fargo & Company
HighTower Advisors
Woodmont Investment Counsel
Ameriprise Financial
Sound View Wealth Advisors Group
Hengehold Capital Management
Golub Group

View all funds holding Ishares Tr ibds dec28 etf