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Ishares Tr ibonds dec 29 shares owned by Cornerstone Planning

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

Historical chart of Cornerstone Planning 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 Cornerstone Planning 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 Cornerstone Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.8M 76k 23.41

More positions owned by Cornerstone Planning

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)
Ishares Tr Ibonds Dec2026 (IBDR)
NVIDIA Corporation (NVDA)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ)
Ishares Tr Ibonds 2026 Term (IBHF)
Apple (AAPL)
Ishares Tr Ibonds 26 Trm Ts (IBTG)
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)
Ishares Tr Ibonds 27 Etf (IBDS)
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)
Ishares Tr Ibds Dec28 Etf (IBDT)
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)

View all positions for Cornerstone Planning

Top funds holding Ishares Tr ibonds dec 29

Aptus Capital Advisors
Mercer Global Advisors
Capital Advisors
Shufro Rose & Co
Capital Investment Advisors
UBS Group
Raymond James Financial
Hm Payson & Co
LPL Financial
Wells Fargo & Company
Royal Bank of Canada
Golub Group
HighTower Advisors
Woodmont Investment Counsel
Sound View Wealth Advisors Group

View all funds holding Ishares Tr ibonds dec 29