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Ishares Tr ibonds dec 26 shares owned by Kastel Capital Advisors

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

Historical chart of Kastel Capital 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 Kastel Capital 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 Kastel Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.9M 76k 25.64

More positions owned by Kastel Capital Advisors

Ishares Tr Core S&p500 Etf (IVV)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Core Msci Total (IXUS)
Vanguard Admiral Fds Midcp 400 Idx (IVOO)
Schwab Strategic Tr Us Tips Etf (SCHP)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Etfs Gold Tr Physcl Gold Shs (SGOL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Emng Mkts Eqt (EMGF)
Ishares Tr National Mun Etf (MUB)

View all positions for Kastel Capital Advisors

Top funds holding Ishares Tr ibonds dec 26

Rossmore Private Capital
Mercer Global Advisors
Us Bancorp
Goss Wealth Management
Hartland & Co
Wells Fargo & Company
Kathmere Capital Management
LBMC Investment Advisors
UBS Group
LPL Financial
Hills Bank And Trust Company
Lido Advisors
Integrated Wealth Concepts
HighTower Advisors
Covington Investment Advisors

View all funds holding Ishares Tr ibonds dec 26