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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
2025-09-30 $342k 13k 25.50
2025-06-30 $473k 19k 25.42
2024-09-30 $3.7M 144k 25.53
2024-06-30 $552k 22k 24.77

More positions owned by WJ Wealth Management

J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Tcw Etf Trust Flexible Income (FLXR)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Harbor Etf Trust Long Term Grower (WINN)
Capital Group International SHS (CGIE)
NVIDIA Corporation (NVDA)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)
Global X Fds Defense Tech Etf (SHLD)
Tcw Etf Trust Transform System (PWRD)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Pacer Fds Tr Us Lrg Cp Cash (COWG)
Ishares Tr Rus Tp200 Gr Etf (IWY)

View all positions for WJ Wealth Management

Top funds holding Ishares Tr ibds dec28 etf

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
Gratus Wealth Advisors

View all funds holding Ishares Tr ibds dec28 etf