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Ishares Tr ibonds dec 29 shares owned by Naples Global Advisors

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

Historical chart of Naples Global Advisors investment in Ishares Tr ibonds dec 29

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All positions including Ishares Tr ibonds dec 29 held by Naples Global 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 Naples Global Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $269k 12k 23.51

More positions owned by Naples Global Advisors

Apple (AAPL)
Microsoft Corporation (MSFT)
Broadcom (AVGO)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Large Cap Etf (VV)
JPMorgan Chase & Co. (JPM)
Home Depot (HD)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Eli Lilly & Co. (LLY)
Merck & Co (MRK)
Amgen (AMGN)
Corning Incorporated (GLW)

View all positions for Naples Global 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