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Ishares Tr ibds dec28 etf shares owned by Waterford Advisors

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

Historical chart of Waterford 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 Waterford 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 Waterford Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $246k 9.7k 25.52

More positions owned by Waterford Advisors

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Bd Index Fds Long Term Bond (BLV)
Schwab Strategic Tr Fundamental Emer (FNDE)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr Global Reit Etf (REET)
Vanguard World Mega Cap Index (MGC)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)

View all positions for Waterford Advisors

Top funds holding Ishares Tr ibds dec28 etf

Morgan Stanley
Capital Investment Advisors
Mercer Global Advisors
Capital Advisors
Raymond James Financial
Vishria Bird Financial Group
Lido Advisors
UBS Group
Royal Bank of Canada
LPL Financial
Wells Fargo & Company
Woodmont Investment Counsel
HighTower Advisors
Hengehold Capital Management
Golub Group

View all funds holding Ishares Tr ibds dec28 etf