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Ishares Tr ibonds dec 29 shares owned by Merit Financial Group

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

Historical chart of Merit Financial Group 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 Merit Financial Group 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 Merit Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.0M 127k 23.47
2025-06-30 $2.4M 102k 23.33

More positions owned by Merit Financial Group

Vanguard Index Fds Growth Etf (VUG)
2023 Etf Series Trust Ii Gmo Us Quality E (QLTY)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Core S&p Us Gwt (IUSG)
Vanguard World Mega Grwth Ind (MGK)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Spdr Series Trust Portfli Intrmdit (SPTI)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Eafe Value Etf (EFV)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Merit Financial Group

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