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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
2025-09-30 $452k 19k 23.47
2025-06-30 $449k 19k 23.33
2025-03-31 $433k 19k 23.13
2024-12-31 $325k 14k 22.80
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)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Vanguard Malvern Fds Strm Infproidx (Principal) (VTIP)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Tr Gnma Bond Etf (Principal) (GNMA)
Ishares Tr S&p 500 Val Etf (IVE)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
American Centy Etf Tr Avantis Us Larg (AVLC)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
American Centy Etf Tr Avantis Us Mid C (AVMV)

View all positions for Prosperity Planning

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