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Ishares Tr ibonds dec 29 shares owned by High Note Wealth

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

Historical chart of High Note Wealth investment in Ishares Tr ibonds dec 29

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All positions including Ishares Tr ibonds dec 29 held by High Note Wealth 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 High Note Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $105k 4.5k 23.40

More positions owned by High Note Wealth

Ishares Core S&p 500 Etf Etf (IVV)
Ishares Esg Aware Msci Eafe Etf Etf (ESGD)
Schwab U.s. Mid-cap Etf Etf (SCHM)
State Street Technology Select Sector Spdr Etf Etf (XLK)
Apple Stock (AAPL)
Xtrackers Msci Eafe Hedged Equity Etf Etf (DBEF)
State Street Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Vanguard Small-cap Etf Etf (VB)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Palantir Technologies Inc Cl A Stock (PLTR)
Freedom 100 Emerging Markets Etf Etf (FRDM)
Microsoft Corp Stock (MSFT)
Ishares 20 Year Treasury Bond Etf Etf (TLT)
Amazon Stock (AMZN)

View all positions for High Note Wealth

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