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Ishares Tr ibds dec28 etf shares owned by Talisman Wealth Advisors

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

Historical chart of Talisman Wealth Advisors 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 Talisman Wealth Advisors 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 Talisman Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $263k 10k 25.57
2024-06-30 $257k 10k 24.77

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Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Scp Etf (IJR)
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Vanguard Index Fds Total Stk Mkt (VTI)
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Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for Talisman Wealth Advisors

Top funds holding Ishares Tr ibds dec28 etf

Bank of America Corporation
Aptus Capital Advisors
Capital Investment Advisors
Capital Advisors
Envestnet Asset Management
Mercer Global Advisors
UBS Group
Royal Bank of Canada
Woodmont Investment Counsel
LPL Financial
HighTower Advisors
Raymond James Financial Services Advisors
Wells Fargo & Company
Ameriprise Financial
Gratus Wealth Advisors

View all funds holding Ishares Tr ibds dec28 etf