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Ishares Tr ibonds dec 29 shares owned by LifePlan Financial

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

Historical chart of LifePlan Financial 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 LifePlan Financial 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 LifePlan Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.5M 66k 22.82
2023-12-31 $966k 42k 23.07

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Amplify Etf Tr Blackswan Grwt (SWAN)
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salesforce (CRM)
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Vanguard World Mega Grwth Ind (MGK)

View all positions for LifePlan Financial

Top funds holding Ishares Tr ibonds dec 29

Capital Advisors
Bank of America Corporation
Capital Investment Advisors
Royal Bank of Canada
Klingman & Associates
HighTower Advisors
Raymond James Financial Services Advisors
Woodmont Investment Counsel
Golub Group
UBS Group
Gateway Advisory
Us Bancorp
Venture Visionary Partners
Commonwealth Equity Services
Advisors Capital Management

View all funds holding Ishares Tr ibonds dec 29