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Ishares Tr ibonds dec 29 shares owned by InvesTrust

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

Historical chart of InvesTrust investment in Ishares Tr ibonds dec 29

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All positions including Ishares Tr ibonds dec 29 held by InvesTrust 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 InvesTrust

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.1M 261k 23.47
2025-06-30 $5.7M 243k 23.33
2025-03-31 $5.5M 239k 23.13
2024-12-31 $905k 40k 22.83

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Microsoft Corporation (MSFT)
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Ishares Ibonds Dec 2026 Term Corporate Etf Ibonds Dec2026 (IBDR)
Ishares S&p Mid-cap 400 Value Etf S&p Mc 400vl Etf (IJJ)
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Apple (AAPL)
Ishares Ibonds Dec 2025 Term Corporate Etf Ibonds Dec25 Etf (IBDQ)
JPMorgan Chase & Co. (JPM)
Ishares Ibonds Dec 2029 Term Corporate Etf Ibonds Dec 29 (IBDU)
Ishares Russell 2000 Growth Etf Rus 2000 Grw Etf (IWO)
Ishares S&p Mid-cap 400 Growth Etf S&p Mc 400gr Etf (IJK)
Ishares Core S&p Mid-cap Etf Core S&p Mcp Etf (IJH)
Exxon Mobil Corporation (XOM)

View all positions for InvesTrust

Top funds holding Ishares Tr ibonds dec 29

Aptus Capital Advisors
Capital Advisors
Morgan Stanley
Mercer Global Advisors
Shufro Rose & Co
Capital Investment Advisors
UBS Group
Raymond James Financial
Royal Bank of Canada
Wells Fargo & Company
LPL Financial
Golub Group
Woodmont Investment Counsel
HighTower Advisors
Sigma Investment Counselors

View all funds holding Ishares Tr ibonds dec 29