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Ishares Tr ibonds dec 29 shares owned by ProVise Management Group

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

Historical chart of ProVise Management Group investment in Ishares Tr ibonds dec 29

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All positions including Ishares Tr ibonds dec 29 held by ProVise Management Group 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 ProVise Management Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $252k 11k 23.26

More positions owned by ProVise Management Group

Ishares Tr Core Div Grwth (DGRO)
Alphabet Cap Stk Cl C (GOOG)
Spdr Index Shs Fds State Street Spd (SPDW)
Microsoft Corporation (MSFT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Vanguard World Mega Cap Index (MGC)
JPMorgan Chase & Co. (JPM)
Exxon Mobil Corporation (XOM)
Amazon (AMZN)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Mid Cap Etf (VO)
Wells Fargo & Company (WFC)
Philip Morris International (PM)

View all positions for ProVise Management Group

Top funds holding Ishares Tr ibonds dec 29

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

View all funds holding Ishares Tr ibonds dec 29