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Ishares Tr ibonds dec shares owned by PFG Private Wealth Management

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

Historical chart of PFG Private 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 PFG Private 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 PFG Private Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $526k 20k 26.10
2024-06-30 $518k 20k 26.05
2024-03-31 $494k 19k 25.95
2023-12-31 $660k 25k 25.93
2023-09-30 $979k 38k 25.69
2023-06-30 $1.1M 43k 25.76
2023-03-31 $1.1M 43k 25.87

More positions owned by PFG Private Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Invesco Exchange Traded Fd T Large Cap Value (PWV)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Ibonds Dec25 Etf (IBDQ)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Ibonds Dec2026 (IBDR)
Ishares Tr Ibonds 27 Etf (IBDS)
Ishares Tr Ibonds Dec24 Etf (IBDP)
Ishares Tr Ibds Dec28 Etf (IBDT)
Ishares Tr Ibonds Dec 29 (IBDU)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Ibonds 2026 Term (IBHF)
Ishares Tr Ibonds 24 Trm Hg (IBHD)
Ishares Tr Ibonds 25 Trm Hg (IBHE)

View all positions for PFG Private 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