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Ishares Tr ibds dec28 etf shares owned by WJ Wealth Management

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

Historical chart of WJ Wealth Management investment in Ishares Tr ibds dec28 etf

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All positions including Ishares Tr ibds dec28 etf held by WJ Wealth Management 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 WJ Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.7M 144k 25.53
2024-06-30 $552k 22k 24.77

More positions owned by WJ Wealth Management

Ishares Tr Msci Usa Qlt Fct (QUAL)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Harbor Etf Trust Long Term Grower (WINN)
Blackrock Etf Trust Ii Flexible Income (BINC)
Ishares Tr Rus Tp200 Gr Etf (IWY)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Ibonds Dec2026 (IBDR)
Ishares Tr Ibonds 27 Etf (IBDS)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
First Tr Exchange-traded Rba Indl Etf (AIRR)
Ishares Tr S&p 100 Etf (OEF)
Etfis Ser Tr I Virtus Newfleet (NFLT)
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)

View all positions for WJ Wealth Management

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