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Ishares Tr ibonds 24 trm hg shares owned by Occidental Asset Management

Quarter-by-quarter ownership of Ishares Tr ibonds 24 trm hg (IBHD) shares owned by Occidental Asset Management from 13F filings

Historical chart of Occidental Asset Management investment in Ishares Tr ibonds 24 trm hg

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr ibonds 24 trm hg held by Occidental Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr ibonds 24 trm hg by Occidental Asset Management

Quarter filed Position value Share count Share price at filing
2023-03-31 $345k 15k 23.13
2022-12-31 $330k 15k 22.71

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Flexshares Tr Cre Slct Bd Fd (BNDC)
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Meta Platforms Cl A (META)
Ishares Tr Fltg Rate Nt Etf (FLOT)
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View all positions for Occidental Asset Management

Top funds holding Ishares Tr ibonds 24 trm hg

AE Wealth Management
Mid-American Wealth Advisory Group
Arrow Financial Corp.
Bank of America Corporation
Wells Fargo & Company
Asset Dedication
Cambridge Investment Research Advisors
HighTower Advisors
Raymond James Financial Services Advisors
Baltimore-Washington Financial Advisors
EP Wealth Advisors
PFG Private Wealth Management
Royal Bank of Canada
Raymond James & Associates
Mutual Advisors

View all funds holding Ishares Tr ibonds 24 trm hg