Walser Wealth Management Company, A Ltd Liability »

Ishares Tr ibonds dec 29 shares owned by Walser Wealth Management Company, A Ltd Liability

Quarter-by-quarter ownership of Ishares Tr ibonds dec 29 (IBDU) shares owned by Walser Wealth Management Company, A Ltd Liability from 13F filings

Historical chart of Walser Wealth Management Company, A Ltd Liability 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 Walser Wealth Management Company, A Ltd Liability 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 Walser Wealth Management Company, A Ltd Liability

Quarter filed Position value Share count Share price at filing
2026-06-30 $221k 9.5k 23.16

More positions owned by Walser Wealth Management Company, A Ltd Liability

Spdr Gold Tr Gold Shs (GLD)
Ishares Silver Tr Ishares (SLV)
Sprott Asset Management Physical Gold Tr (PHYS)
Global X Fds Global X Uranium (URA)
Cameco Corporation (CCJ)
Ishares Tr 0-3 Mth Treasury (SGOV)
Invesco Actvely Mngd Etc Optimum Yield (PDBC)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Freeport Mcmoran CL B (FCX)
NVIDIA Corporation (NVDA)
Sprott Com New (SII)
Gold Fields Sponsored Adr (GFI)
Ishares Tr Ibon 2026 Te Etf (IBHF)
Select Sector Spdr Tr St Str Energ Etf (XLE)
Sprott Asset Management Physical Silver (PSLV)

View all positions for Walser Wealth Management Company, A Ltd Liability

Top funds holding Ishares Tr ibonds dec 29

Bank of America Corporation
Morgan Stanley
Aptus Capital Advisors
Capital Advisors
Mercer Global Advisors
Capital Investment Advisors
Shufro Rose & Co
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