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Ishares Tr shares owned by Rebalance

Quarter-by-quarter ownership of Ishares Tr (IBHG) shares owned by Rebalance from 13F filings

Historical chart of Rebalance investment in Ishares Tr

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

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Quarterly reported holdings in Ishares Tr by Rebalance

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 49k 22.49
2025-06-30 $1.0M 45k 22.54
2025-03-31 $998k 45k 22.32
2024-12-31 $722k 33k 22.24

More positions owned by Rebalance

Schwab U.s. Broad Market Etf Etf (SCHB)
Vanguard Total Stock Market Etf Etf (VTI)
Schwab International Equity Etf Etf (SCHF)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)
Schwab Emerging Markets Equity Etf Etf (SCHE)
Ishares Broad Usd High Yield Corporate Bond Etf Etf (USHY)
Vanguard Real Estate Etf Etf (VNQ)
Ishares Core S&p Small Cap Etf Etf (IJR)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Ishares Ibonds Dec 2025 Term Corporate Etf Etf (IBDQ)
Ishares Ibonds Dec 2026 Term Corporate Etf Etf (IBDR)
Ishares Ibonds Dec 2027 Term Corporate Etf Etf (IBDS)

View all positions for Rebalance

Top funds holding Ishares Tr

LBMC Investment Advisors
Northwestern Mutual Wealth Management Company
Advisor Group Holdings
LPL Financial
Wells Fargo & Company
Keeler THomas Management
Commonwealth Equity Services
HighTower Advisors
Commonwealth Financial Services
Mutual Advisors
Morgan Stanley
J.w. Cole Advisors
Raymond James Financial
Cetera Investment Advisers
Hurley Capital

View all funds holding Ishares Tr