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Ishares Tr ibonds dec 26 shares owned by Mills Wealth Advisors

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

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

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All positions including Ishares Tr ibonds dec 26 held by Mills 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 Mills Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $539k 21k 25.63

More positions owned by Mills Wealth Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Vanguard Mun Bd Fds Core Tax Exempt (VCRM)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Intl Core Equity (DFIC)
Vanguard Mun Bd Fds Short Tax Exempt (VSDM)
Dimensional Etf Trust Intl High Profit (DIHP)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Dimensional Etf Trust Emerging Mkts Va (DFEV)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Dimensional Etf Trust Intl Small Cap V (DISV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
St. Joe Company (JOE)

View all positions for Mills Wealth Advisors

Top funds holding Ishares Tr ibonds dec 26

Bank of America Corporation
Mercer Global Advisors
Rossmore Private Capital
Us Bancorp
Lido Advisors
LBMC Investment Advisors
Wells Fargo & Company
Kathmere Capital Management
LPL Financial
Hills Bank And Trust Company
UBS Group
Integrated Wealth Concepts
Morgan Stanley
Covington Investment Advisors
Paradiem

View all funds holding Ishares Tr ibonds dec 26