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Ishares Tr ibonds dec 29 shares owned by Private Advisor

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

Historical chart of Private Advisor investment in Ishares Tr ibonds dec 29

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All positions including Ishares Tr ibonds dec 29 held by Private Advisor 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 Private Advisor

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.2M 49k 23.51
2024-06-30 $984k 43k 22.67
2024-03-31 $567k 25k 22.82
2023-12-31 $320k 14k 23.07
2020-06-30 $149k 5.6k 26.79

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View all positions for Private Advisor

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