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Ishares Tr ibonds dec 29 shares owned by Waterford Advisors

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

Historical chart of Waterford Advisors 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 Waterford Advisors 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 Waterford Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $229k 9.9k 23.16

More positions owned by Waterford Advisors

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Bd Index Fds Long Term Bond (BLV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Dimensional Etf Trust Us Small Cap Etf (DFSV)
Schwab Strategic Tr Us Reit Etf (SCHH)
Ishares Tr Global Reit Etf (REET)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Mcap Gr Idxvip (VOT)

View all positions for Waterford Advisors

Top funds holding Ishares Tr ibonds dec 29

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

View all funds holding Ishares Tr ibonds dec 29