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Ishares Tr ibonds dec 29 shares owned by Prosperity Planning

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

Historical chart of Prosperity Planning 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 Prosperity 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 Prosperity Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $335k 14k 23.51
2024-06-30 $323k 14k 22.67

More positions owned by Prosperity Planning

Ishares Tr Core 1 5 Yr Usd (Principal) (ISTB)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust World Ex Us Core (DFAX)
Ishares Tr S&p 500 Val Etf (IVE)
Vanguard Malvern Fds Strm Infproidx (Principal) (VTIP)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Ishs 1-5yr Invs (IGSB)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Ishares Tr Gnma Bond Etf (Principal) (GNMA)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Vanguard Bd Index Fds Short Trm Bond (Principal) (BSV)
Ishares Tr Msci Intl Vlu Ft (IVLU)

View all positions for Prosperity Planning

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