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Ishares Tr ibonds dec 29 shares owned by Executive Wealth Management

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

Historical chart of Executive 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 Executive 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 Executive Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.0M 128k 23.51
2024-03-31 $629k 28k 22.62
2023-12-31 $310k 13k 23.07

More positions owned by Executive Wealth Management

Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Goldman Sachs Etf Tr Access Invt Gr (GIGB)
Apple (AAPL)
Goldman Sachs Etf Tr Activebeta Int (GSIE)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Msci Usa Min Vol (USMV)
Spdr Ser Tr Portfolio S&p500 (SPLG)
American Centy Etf Tr Intl Eqt Etf (AVDE)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Scp Etf (IJR)
Angel Oak Funds Trust Income Etf (CARY)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)

View all positions for Executive Wealth Management

Top funds holding Ishares Tr ibonds dec 29

Capital Advisors
Aptus Capital Advisors
Morgan Stanley
Bank of America Corporation
Capital Investment Advisors
Envestnet Asset Management
Royal Bank of Canada
Woodmont Investment Counsel
Raymond James Financial Services Advisors
Venture Visionary Partners
HighTower Advisors
Klingman & Associates
Wells Fargo & Company
Benjamin Edwards
LPL Financial

View all funds holding Ishares Tr ibonds dec 29