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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

Tip: Access up to 7 years of quarterly data

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
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)
Broadstone Net Lease (BNL)
Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Ishares Tr Exponential Tech (XT)
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)
Vanguard Index Fds Extend Mkt Etf (VXF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Rus 1000 Etf (IWB)
Vanguard World Fds Health Car Etf (VHT)
First Tr Nas100 Eq Weighted SHS (QQEW)

View all positions for New England Private Wealth Advisors

Top funds holding Ishares Tr ibonds dec

Bank of America Corporation
Mercer Global Advisors
Us Bancorp
Kathmere Capital Management
HighTower Advisors
UBS Group
Wells Fargo & Company
Glenview Trust
Colony
Stifel Financial
Branch Banking & Trust Company
Regions Bank
Leavell Investment Management
Praetorian Wealth Management
Commonwealth Equity Services

View all funds holding Ishares Tr ibonds dec