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Ishares Tr ibonds dec 29 shares owned by Laurel Wealth Advisors

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

Historical chart of Laurel Wealth Advisors investment in Ishares Tr ibonds dec 29

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All positions including Ishares Tr ibonds dec 29 held by Laurel Wealth Advisors 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 Laurel Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.6M 69k 23.51
2024-06-30 $1.2M 52k 22.67
2024-03-31 $474k 21k 22.82

More positions owned by Laurel Wealth Advisors

Vanguard Specialized Funds Div App Etf (VIG)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr TRS FLT RT BD (TFLO)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p Scp Etf (IJR)
Alphabet Cap Stk Cl A (GOOGL)
Eli Lilly & Co. (LLY)
JPMorgan Chase & Co. (JPM)
Mastercard Incorporated Cl A (MA)
Home Depot (HD)
Amazon (AMZN)

View all positions for Laurel Wealth Advisors

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