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Ishares Tr ibonds dec shares owned by Modern Wealth Management

Quarter-by-quarter ownership of Ishares Tr ibonds dec (IBMM) shares owned by Modern Wealth Management from 13F filings

Historical chart of Modern Wealth Management investment in Ishares Tr ibonds dec

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr ibonds dec by Modern Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $650k 25k 26.10
2024-03-31 $506k 20k 25.97

More positions owned by Modern Wealth Management

Ishares Tr 0-5 Yr Tips Etf (STIP)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr S&p Mc 400gr Etf (IJK)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Apple (AAPL)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Wisdomtree Tr Intrst Rate Hdge (AGZD)
T Rowe Price Etf Cap Appreciation (TCAF)
American Centy Etf Tr Us Sml Cp Valu (AVUV)

View all positions for Modern Wealth Management

Top funds holding Ishares Tr ibonds dec

Bank of America Corporation
Us Bancorp
Goss Wealth Management
Morgan Stanley
Mercer Global Advisors
HighTower Advisors
LPL Financial
Glenview Trust
Covington Investment Advisors
Wells Fargo & Company
Envestnet Asset Management
Leavell Investment Management
Northwestern Mutual Wealth Management Company
Colony
Integrated Wealth Concepts

View all funds holding Ishares Tr ibonds dec