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Ishares Tr ibonds dec 29 shares owned by Segment Wealth Management

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

Historical chart of Segment Wealth Management investment in Ishares Tr ibonds dec 29

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All positions including Ishares Tr ibonds dec 29 held by Segment Wealth Management 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 Segment Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.4M 61k 23.51
2024-06-30 $1.3M 56k 22.67
2024-03-31 $1.2M 52k 22.82
2023-12-31 $602k 26k 23.07
2023-09-30 $302k 14k 21.90

More positions owned by Segment Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Berkshire Hathaway Inc Del Cl A (BRK.A)
S&p Global (SPGI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Broadcom (AVGO)
Apple (AAPL)
Microsoft Corporation (MSFT)
Exxon Mobil Corporation (XOM)
Wal-Mart Stores (WMT)
Cintas Corporation (CTAS)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Asml Holding N V N Y Registry Shs (ASML)
Intuit (INTU)
Home Depot (HD)

View all positions for Segment Wealth Management

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