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Ishares Tr ibonds 24 trm hg shares owned by Private Advisor

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

Historical chart of Private Advisor 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 Private Advisor 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 Private Advisor

Quarter filed Position value Share count Share price at filing
2024-09-30 $724k 31k 23.29
2024-06-30 $687k 30k 23.24
2024-03-31 $518k 22k 23.31
2023-12-31 $249k 11k 23.21

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Top funds holding Ishares Tr ibonds 24 trm hg

Mid-American Wealth Advisory Group
LPL Financial
Raymond James Financial Services Advisors
Wells Fargo & Company
Asset Dedication
Morgan Stanley
PFG Private Wealth Management
Bank of America Corporation
EP Wealth Advisors
Northwestern Mutual Wealth Management Company
Carr Financial Group Corp
Tyler-Stone Wealth Management
Tempus Wealth Planning
Arrow Financial Corp.
Honkamp Krueger Financial Services

View all funds holding Ishares Tr ibonds 24 trm hg