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Ishares Tr ibonds dec 29 shares owned by Briggs Wealth Management

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

Historical chart of Briggs Wealth Management investment in Ishares Tr ibonds dec 29

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr ibonds dec 29 held by Briggs Wealth Management 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 Briggs Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $249k 11k 23.26

More positions owned by Briggs Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Vanguard Index Fds Small Cp Etf (VB)
Schwab Strategic Tr Fundamental Us L (FNDX)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ishares Tr Ibds Dec28 Etf (IBDT)
Vanguard Index Fds Real Estate Etf (VNQ)
Apple (AAPL)
Putnam Etf Trust Focused Lar Cap (PVAL)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Ishares Tr 0-3 Mnth Treasry (SGOV)

View all positions for Briggs Wealth Management

Top funds holding Ishares Tr ibonds dec 29

Bank of America Corporation
Morgan Stanley
Aptus Capital Advisors
Capital Advisors
Mercer Global Advisors
Shufro Rose & Co
Capital Investment Advisors
UBS Group
Lido Advisors
Raymond James Financial
Hm Payson & Co
LPL Financial
Royal Bank of Canada
Wells Fargo & Company
Golub Group

View all funds holding Ishares Tr ibonds dec 29