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Ishares Tr ibonds dec 26 shares owned by Klingman & Associates

Quarter-by-quarter ownership of Ishares Tr ibonds dec 26 (IBMO) shares owned by Klingman & Associates from 13F filings

Historical chart of Klingman & Associates investment in Ishares Tr ibonds dec 26

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All positions including Ishares Tr ibonds dec 26 held by Klingman & Associates 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 Klingman & Associates

Quarter filed Position value Share count Share price at filing
2024-09-30 $601k 23k 25.66
2024-06-30 $637k 25k 25.32
2024-03-31 $1.1M 45k 25.35
2023-12-31 $1.4M 57k 25.51
2023-09-30 $1.6M 65k 24.81
2023-06-30 $1.5M 59k 25.18
2023-03-31 $1.4M 54k 25.53
2022-12-31 $1.2M 47k 25.21
2022-09-30 $643k 26k 24.63
2022-06-30 $369k 15k 25.32