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Ishares Tr shares owned by Bullock Wealth Management Group

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

Historical chart of Bullock Wealth Management Group investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr by Bullock Wealth Management Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $204k 7.9k 25.76
2025-12-31 $212k 8.1k 26.14

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View all positions for Bullock Wealth Management Group

Top funds holding Ishares Tr

Capital Investment Advisors
Morgan Stanley
Bank of America Corporation
Capital Advisors
Sigma Investment Counselors
Summit Financial
Golub Group
MV Capital Management
Us Bancorp
HighTower Advisors
Raymond James Financial
Envision Financial Planning
Ameriprise Financial
Wells Fargo & Company
UBS Group

View all funds holding Ishares Tr