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Ishares Tr ibonds dec 25 shares owned by Stephenson & Company

Quarter-by-quarter ownership of Ishares Tr ibonds dec 25 (IBMN) shares owned by Stephenson & Company from 13F filings

Historical chart of Stephenson & Company investment in Ishares Tr ibonds dec 25

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All positions including Ishares Tr ibonds dec 25 held by Stephenson & Company 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 Stephenson & Company

Quarter filed Position value Share count Share price at filing
2025-09-30 $201k 7.5k 26.79
2025-06-30 $201k 7.5k 26.76
2025-03-31 $201k 7.5k 26.75

More positions owned by Stephenson & Company

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Tips Bd Etf (TIP)
Ishares Tr National Mun Etf (MUB)
Apple (AAPL)
Ishares Tr Core S&p Ttl Stk (ITOT)
Spdr Series Trust Bloomberg High Y (JNK)

View all positions for Stephenson & Company

Top funds holding Ishares Tr ibonds dec 25

Kathmere Capital Management
Us Bancorp
Wells Fargo & Company
Lido Advisors
LPL Financial
Morgan Stanley
PSI Advisors
Integrated Wealth Concepts
Hills Bank And Trust Company
LBMC Investment Advisors
Leavell Investment Management
Northwestern Mutual Wealth Management Company
HighTower Advisors
Goss Wealth Management
Covington Investment Advisors

View all funds holding Ishares Tr ibonds dec 25