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Ishares Tr shares owned by Members Wealth

Quarter-by-quarter ownership of Ishares Tr (IBDV) shares owned by Members Wealth from 13F filings

Historical chart of Members Wealth investment in Ishares Tr

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All positions including Ishares Tr held by Members Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Members Wealth

Quarter filed Position value Share count Share price at filing
2024-12-31 $3.9M 185k 21.32

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Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr Ibonds Dec 2030 (IBDV)
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View all positions for Members Wealth

Top funds holding Ishares Tr

Aptus Capital Advisors
Bank of America Corporation
Ameriprise Financial
Capital Investment Advisors
Raymond James Financial
Capital Advisors
Morgan Stanley
Wells Fargo & Company
HighTower Advisors
Venture Visionary Partners
Royal Bank of Canada
Sigma Investment Counselors
Us Bancorp
Klingman & Associates
Apollon Wealth Management

View all funds holding Ishares Tr