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Ishares Tr ibonds dec 26 shares owned by Amplius Wealth Advisors

Quarter-by-quarter ownership of Ishares Tr ibonds dec 26 (IBMO) shares owned by Amplius Wealth Advisors from 13F filings

Historical chart of Amplius Wealth Advisors investment in Ishares Tr ibonds dec 26

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr ibonds dec 26 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 26 by Amplius Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.2M 88k 25.35

More positions owned by Amplius Wealth Advisors

Ishares Tr Global 100 Etf (IOO)
Pacer Fds Tr Developed Mrkt (ICOW)
Putnam Etf Trust Focused Lar Cap (PVAL)
Pacer Fds Tr Pacer Us Small (CALF)
Vanguard Bd Index Fds Intermed Term (BIV)
John Hancock Exchange Traded Multifactor Mi (JHMM)
Columbia Etf Tr I Resh Enhnc Cor (RECS)
RBB Motley Fol Etf (TMFC)
Innovator Etfs Tr Equity Def Protn (TJUL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Blackstone Secd Lending Common Stock (BXSL)
Bondbloxx Etf Trust Bloomberg Two Yr (XTWO)
Ishares Tr S&p 100 Etf (OEF)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Hartford Fds Exchange Traded Schrdrs Tax Bd (HTAB)

View all positions for Amplius Wealth Advisors

Top funds holding Ishares Tr ibonds dec 26

Bank of America Corporation
Mercer Global Advisors
Wilbanks Smith & Thomas Asset Management
Us Bancorp
Kathmere Capital Management
Wells Fargo & Company
UBS Group
Ashton Thomas Private Wealth
HighTower Advisors
Raymond James Financial Services Advisors
Praetorian Wealth Management
Hills Bank And Trust Company
Crumly & Associates
Goldman Sachs Group
Leavell Investment Management

View all funds holding Ishares Tr ibonds dec 26