BKD Wealth Advisors »

Ishares Tr shares owned by BKD Wealth Advisors

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

Historical chart of BKD Wealth Advisors investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr by BKD Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $572k 23k 25.20
2024-03-31 $494k 19k 25.48
2023-12-31 $401k 16k 25.85
2023-09-30 $371k 16k 23.97

More positions owned by BKD Wealth Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Ishares Tr National Mun Etf (MUB)
Dimensional Etf Trust Us High Profitab (DUHP)
Ishares Tr Core Msci Total (IXUS)
Vanguard World Mega Cap Index (MGC)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Dimensional Etf Trust Emerging Mkts Co (DFEM)

View all positions for BKD Wealth Advisors

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