Ruggaard & Associates »

Ishares Tr ibonds dec 29 shares owned by Ruggaard & Associates

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

Historical chart of Ruggaard & Associates 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 Ruggaard & Associates consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr ibonds dec 29 by Ruggaard & Associates

Quarter filed Position value Share count Share price at filing
2025-12-31 $12M 503k 23.41

More positions owned by Ruggaard & Associates

American Centy Etf Tr Us Quality Grow (QGRO)
Capital Group Dividend Value Shs Creation Uni (CGDV)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Ishares Tr Ibonds 2026 Term (IBHF)
Ishares Tr Ibonds Dec 29 (IBDU)
Vanguard Index Fds Mid Cap Etf (VO)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
Ishares Tr Rus 1000 Grw Etf (IWF)
Bny Mellon Etf Trust Ii Dynamic Value (BKDV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Apple (AAPL)

View all positions for Ruggaard & Associates

Top funds holding Ishares Tr ibonds dec 29

Aptus Capital Advisors
Capital Advisors
Shufro Rose & Co
Capital Investment Advisors
Mercer Global Advisors
UBS Group
Raymond James Financial
Hm Payson & Co
LPL Financial
Wells Fargo & Company
Royal Bank of Canada
Golub Group
HighTower Advisors
Woodmont Investment Counsel
Sound View Wealth Advisors Group

View all funds holding Ishares Tr ibonds dec 29