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Ishares Tr ibonds dec 25 shares owned by Amplius Wealth Advisors

Quarter-by-quarter ownership of Ishares Tr ibonds dec 25 (IBMN) shares owned by Amplius Wealth Advisors from 13F filings

Historical chart of Amplius Wealth Advisors investment in Ishares Tr ibonds dec 25

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr ibonds dec 25 held by Amplius 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 25 by Amplius Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $639k 24k 26.66
2024-06-30 $1.6M 60k 26.48
2024-03-31 $8.8M 333k 26.46

More positions owned by Amplius Wealth Advisors

Ishares Tr Global 100 Etf (IOO)
Putnam Etf Trust Focused Lar Cap (PVAL)
Vanguard Bd Index Fds Intermed Term (BIV)
Bondbloxx Etf Trust Bloomberg Two Yr (XTWO)
RBB Motley Fol Etf (TMFC)
Columbia Etf Tr I Resh Enhnc Cor (RECS)
John Hancock Exchange Traded Multifactor Mi (JHMM)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Pacer Fds Tr Developed Mrkt (ICOW)
First Tr Exchng Traded Fd Vi Cboe Vest Us Eq (BUFR)
Ishares Tr S&p 100 Etf (OEF)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Harbor Etf Trust Internatnal Comp (OSEA)
Blackstone Group Inc Com Cl A (BX)

View all positions for Amplius Wealth Advisors

Top funds holding Ishares Tr ibonds dec 25

Bank of America Corporation
Mercer Global Advisors
Envestnet Asset Management
Us Bancorp
Kathmere Capital Management
Morgan Stanley
Wells Fargo & Company
Goss Wealth Management
LPL Financial
Leavell Investment Management
Covington Investment Advisors
Hills Bank And Trust Company
Commonwealth Equity Services
HighTower Advisors
Integrated Wealth Concepts

View all funds holding Ishares Tr ibonds dec 25