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Ishares Tr ibds dec28 etf shares owned by Walser Wealth Management Company, A Ltd Liability

Quarter-by-quarter ownership of Ishares Tr ibds dec28 etf (IBDT) shares owned by Walser Wealth Management Company, A Ltd Liability from 13F filings

Historical chart of Walser Wealth Management Company, A Ltd Liability investment in Ishares Tr ibds dec28 etf

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All positions including Ishares Tr ibds dec28 etf held by Walser Wealth Management Company, A Ltd Liability 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 Walser Wealth Management Company, A Ltd Liability

Quarter filed Position value Share count Share price at filing
2026-03-31 $530k 21k 25.33

More positions owned by Walser Wealth Management Company, A Ltd Liability

Spdr Gold Tr Gold Shs (GLD)
Ishares Silver Tr Ishares (SLV)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Global X Fds Global X Uranium (URA)
Invesco Actvely Mngd Etc Agri Cmdty Stra (PDBA)
Sprott Fds Tr Uranium Miners E (URNM)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Freeport Mcmoran CL B (FCX)
NVIDIA Corporation (NVDA)
Teucrium Commodity Tr Wheat Fd (WEAT)
Microsoft Corporation (MSFT)
Apple (AAPL)
Teucrium Commodity Tr Corn Fd Shs (CORN)
Ishares Tr Ibonds 2026 Term (IBHF)
Vaneck Etf Trust Uranium And Nucl (NLR)

View all positions for Walser Wealth Management Company, A Ltd Liability

Top funds holding Ishares Tr ibds dec28 etf

Bank of America Corporation
Mercer Global Advisors
Morgan Stanley
Lido Advisors
Capital Investment Advisors
Capital Advisors
UBS Group
Raymond James Financial
Hm Payson & Co
LPL Financial
Wells Fargo & Company
HighTower Advisors
Ameriprise Financial
Woodmont Investment Counsel
Sound View Wealth Advisors Group

View all funds holding Ishares Tr ibds dec28 etf