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Ishares Tr ibds dec28 etf shares owned by Prosperity Planning

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

Historical chart of Prosperity 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 Prosperity 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 Prosperity Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $466k 19k 24.91
2023-12-31 $470k 19k 25.09

More positions owned by Prosperity Planning

Ishares Tr Core 1 5 Yr Usd (Principal) (ISTB)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr S&p 500 Val Etf (IVE)
Dimensional Etf Trust World Ex Us Core (DFAX)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Malvern Fds Strm Infproidx (Principal) (VTIP)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Tr Gnma Bond Etf (Principal) (GNMA)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Ishares Tr Msci Intl Vlu Ft (IVLU)
Vanguard Bd Index Fds Short Trm Bond (Principal) (BSV)

View all positions for Prosperity Planning

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