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Ishares Tr ibds dec28 etf shares owned by Spectrum Wealth Counsel

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

Historical chart of Spectrum Wealth Counsel investment in Ishares Tr ibds dec28 etf

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All positions including Ishares Tr ibds dec28 etf held by Spectrum Wealth Counsel 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 Spectrum Wealth Counsel

Quarter filed Position value Share count Share price at filing
2024-09-30 $579k 23k 25.53
2024-06-30 $562k 23k 24.77
2024-03-31 $499k 20k 24.91
2023-12-31 $503k 20k 25.09

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Microsoft Corporation (MSFT)
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Ishares Tr Eafe Value Etf (EFV)
Eli Lilly & Co. (LLY)
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Broadcom (AVGO)
Meta Platforms Cl A (META)
TJX Companies (TJX)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for Spectrum Wealth Counsel

Top funds holding Ishares Tr ibds dec28 etf

Bank of America Corporation
Aptus Capital Advisors
Morgan Stanley
Capital Investment Advisors
Capital Advisors
Envestnet Asset Management
Mercer Global Advisors
Royal Bank of Canada
Woodmont Investment Counsel
LPL Financial
Raymond James Financial Services Advisors
Wells Fargo & Company
Gratus Wealth Advisors
Klingman & Associates
Sigma Investment Counselors

View all funds holding Ishares Tr ibds dec28 etf