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Ishares Tr ibonds dec 29 shares owned by Next Level Wealth Planning

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

Historical chart of Next Level Wealth Planning investment in Ishares Tr ibonds dec 29

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All positions including Ishares Tr ibonds dec 29 held by Next Level Wealth Planning 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 Next Level Wealth Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $254k 11k 23.16

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Vanguard Index Fds S&p 500 Etf Shs (VOO)
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Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Core S&p Scp Etf (IJR)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Micron Technology (MU)
Ishares Tr 0-3 Mth Treasury (SGOV)
Apple (AAPL)
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Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Core Fixe In Etf (DFCF)

View all positions for Next Level Wealth Planning

Top funds holding Ishares Tr ibonds dec 29

Shufro Rose & Co
Bank of America Corporation
Morgan Stanley
Aptus Capital Advisors
Mercer Global Advisors
Capital Advisors
Capital Investment Advisors
UBS Group
Raymond James Financial
Hm Payson & Co
Lido Advisors
LPL Financial
Royal Bank of Canada
Wells Fargo & Company
Golub Group

View all funds holding Ishares Tr ibonds dec 29