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Ishares Tr ibonds 24 trm hg shares owned by Wealthsource Partners

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

Historical chart of Wealthsource Partners 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 Wealthsource Partners 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 Wealthsource Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $738k 32k 23.21
2023-09-30 $516k 22k 23.20
2023-06-30 $467k 20k 23.08
2023-03-31 $459k 20k 23.13
2022-12-31 $332k 15k 22.71

More positions owned by Wealthsource Partners

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Esg Awr Msci Usa (ESGU)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr Mbs Etf (MBB)
Apple (AAPL)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr TRS FLT RT BD (TFLO)
Ishares Tr Msci Intl Vlu Ft (IVLU)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)
First Tr Exchange-traded First Tr Enh New (FTSM)

View all positions for Wealthsource Partners

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