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Ishares Tr ibonds dec 29 shares owned by Spinnaker Trust

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

Historical chart of Spinnaker Trust investment in Ishares Tr ibonds dec 29

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All positions including Ishares Tr ibonds dec 29 held by Spinnaker Trust 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 Spinnaker Trust

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.3M 53k 23.51
2024-06-30 $710k 31k 22.67
2024-03-31 $458k 20k 22.82

More positions owned by Spinnaker Trust

iShares ESG MSCI EAFE ETF Equities (ESGD)
Technology Select Sector SPDR Equities (XLK)
iShares MSCI USA ESG Select ETF Equities (SUSA)
FT CBOE Vest US Equity Buffer - Equities (DDEC)
3M Company Equities (MMM)
iShares Core 1-5 Year USD Bond Equities (ISTB)
SPDR Portfolio S&P 500 ETF Equities (SPLG)
Apple Equities (AAPL)
Microsoft Corp Equities (MSFT)
Berkshire Hathaway Inc - CL B Equities (BRK.B)
SPDR Portfolio S&P 600 Small Ca Equities (SPSM)
SPDR Portfolio Long Term Treasu Equities (SPTL)
Healthcare Select Sector SPDR Equities (XLV)
Consumer Discretionary Select S Equities (XLY)
Invesco QQQ Trust Equities (QQQ)

View all positions for Spinnaker Trust

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