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Ishares Tr ibonds dec shares owned by New England Private Wealth Advisors

Quarter-by-quarter ownership of Ishares Tr ibonds dec (IBMM) shares owned by New England Private Wealth Advisors from 13F filings

Historical chart of New England Private Wealth Advisors investment in Ishares Tr ibonds dec

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All positions including Ishares Tr ibonds dec held by New England Private Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr ibonds dec by New England Private Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.7M 140k 26.10
2024-03-31 $3.6M 140k 25.91
2023-12-31 $3.6M 140k 25.93

More positions owned by New England Private Wealth Advisors

Vanguard Specialized Funds Div App Etf (VIG)
First Tr Value Line Divid In SHS (FVD)
Vanguard Index Fds Total Stk Mkt (VTI)
Broadstone Net Lease (BNL)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Vanguard Index Fds Extend Mkt Etf (VXF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Exponential Tech (XT)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr Rus 1000 Etf (IWB)
First Tr Exchange-traded Nasd Tech Div (TDIV)
Vanguard World Health Car Etf (VHT)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)

View all positions for New England Private Wealth Advisors

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