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Ishares Tr shares owned by Abound Wealth Management

Quarter-by-quarter ownership of Ishares Tr (IBDW) shares owned by Abound Wealth Management from 13F filings

Historical chart of Abound Wealth Management investment in Ishares Tr

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

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Quarterly reported holdings in Ishares Tr by Abound Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $16k 729 21.22

More positions owned by Abound Wealth Management

Ishares Tr Core S&p Scp Etf (IJR)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Tesla Motors (TSLA)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Index Fds Large Cap Etf (VV)

View all positions for Abound Wealth Management

Top funds holding Ishares Tr

Wells Fargo & Company
Aptus Capital Advisors
Capital Investment Advisors
Bank of America Corporation
Venture Visionary Partners
Morgan Stanley
Gateway Advisory
Raymond James Financial Services Advisors
Sigma Investment Counselors
Goss Wealth Management
Lido Advisors
Klingman & Associates
Arrow Financial Corp.
Envision Financial Planning
Sound View Wealth Advisors Group

View all funds holding Ishares Tr