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Ishares Tr shares owned by Abound Wealth Management

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

Historical chart of Abound Wealth Management investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

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 $7.2k 272 26.40

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

First Interstate Bank
Capital Investment Advisors
Gateway Advisory
Aptus Capital Advisors
Golub Group
Envision Financial Planning
Us Bancorp
MV Capital Management
Arrow Financial Corp.
Morgan Stanley
Bank of America Corporation
Wells Fargo & Company
Rockefeller Capital Management
Instrumental Wealth
Confluence Investment Management

View all funds holding Ishares Tr