Comprehensive Portfolio Management »

Ishares Tr ibonds dec 29 shares owned by Comprehensive Portfolio Management

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

Historical chart of Comprehensive Portfolio 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 Comprehensive Portfolio Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr ibonds dec 29 by Comprehensive Portfolio Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $393k 17k 22.82
2023-12-31 $363k 16k 23.07
2023-09-30 $344k 16k 21.90
2023-06-30 $225k 10k 22.45

More positions owned by Comprehensive Portfolio Management

Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core Msci Eafe (IEFA)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Apple (AAPL)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Wellington Us Momentum (VFMO)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Intl Small Cap V (DISV)
Amazon (AMZN)

View all positions for Comprehensive Portfolio Management

Top funds holding Ishares Tr ibonds dec 29

Capital Advisors
Bank of America Corporation
Capital Investment Advisors
Royal Bank of Canada
Klingman & Associates
HighTower Advisors
Raymond James Financial Services Advisors
Woodmont Investment Counsel
Golub Group
UBS Group
Gateway Advisory
Us Bancorp
Venture Visionary Partners
Commonwealth Equity Services
Advisors Capital Management

View all funds holding Ishares Tr ibonds dec 29