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Ishares Tr ibonds dec shares owned by Waterford Advisors

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

Historical chart of Waterford 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 Waterford 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 Waterford Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $458k 18k 26.04
2024-03-31 $461k 18k 25.95
2023-06-30 $467k 18k 25.78
2023-03-31 $469k 18k 25.89
2022-12-31 $467k 18k 25.78

More positions owned by Waterford Advisors

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Fundamental Intl (FNDF)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Schwab Strategic Tr Fundamental Emer (FNDE)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Global Reit Etf (REET)
Vanguard World Mega Cap Index (MGC)
Schwab Strategic Tr Intl Eqty Etf (SCHF)

View all positions for Waterford Advisors

Top funds holding Ishares Tr ibonds dec

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

View all funds holding Ishares Tr ibonds dec