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Ishares Tr ibonds dec 29 shares owned by Asset Dedication

Quarter-by-quarter ownership of Ishares Tr ibonds dec 29 (IBDU) shares owned by Asset Dedication from 13F filings

Historical chart of Asset Dedication investment in Ishares Tr ibonds dec 29

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All positions including Ishares Tr ibonds dec 29 held by Asset Dedication consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr ibonds dec 29 by Asset Dedication

Quarter filed Position value Share count Share price at filing
2024-12-31 $7.4k 325 22.80
2024-09-30 $1.1M 47k 23.51
2024-06-30 $1.6M 70k 22.67

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Dimensional Etf Trust Us Core Equity 2 (DFAC)
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Dimensional Etf Trust Emerging Mkts Va (DFEV)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Intl Small Cap V (DISV)
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Apple (AAPL)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p Ttl Stk (ITOT)

View all positions for Asset Dedication

Top funds holding Ishares Tr ibonds dec 29

Bank of America Corporation
Aptus Capital Advisors
Capital Advisors
Morgan Stanley
Ameriprise Financial
Venture Visionary Partners
Capital Investment Advisors
Envestnet Asset Management
Raymond James Financial
Mercer Global Advisors
Royal Bank of Canada
UBS Group
Woodmont Investment Counsel
Wells Fargo & Company
Sigma Investment Counselors

View all funds holding Ishares Tr ibonds dec 29