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Ishares Tr ibonds dec 26 shares owned by Modern Wealth Management

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

Historical chart of Modern Wealth Management investment in Ishares Tr ibonds dec 26

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All positions including Ishares Tr ibonds dec 26 held by Modern Wealth Management 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 Modern Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $647k 25k 25.65
2024-03-31 $496k 20k 25.26

More positions owned by Modern Wealth Management

Ishares Tr 0-5 Yr Tips Etf (STIP)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr S&p Mc 400gr Etf (IJK)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Apple (AAPL)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Wisdomtree Tr Intrst Rate Hdge (AGZD)
T Rowe Price Etf Cap Appreciation (TCAF)
American Centy Etf Tr Us Sml Cp Valu (AVUV)

View all positions for Modern Wealth Management

Top funds holding Ishares Tr ibonds dec 26

Bank of America Corporation
Mercer Global Advisors
Envestnet Asset Management
Morgan Stanley
Hartland & Co
Us Bancorp
Kathmere Capital Management
Goss Wealth Management
Wells Fargo & Company
CI Private Wealth
LBMC Investment Advisors
Hills Bank And Trust Company
Covington Investment Advisors
LPL Financial
Raymond James Financial Services Advisors

View all funds holding Ishares Tr ibonds dec 26