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Ishares Tr ibonds dec 26 shares owned by Pacific Excel Wealth Advisors

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

Historical chart of Pacific Excel 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 Pacific Excel 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 Pacific Excel Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $279k 11k 25.64

More positions owned by Pacific Excel Wealth Advisors

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Ishares Tr Rusel 2500 Etf (SMMD)
Spdr Index Shs Fds St Port Mark Etf (SPEM)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Ishares Tr Msci Eafe Etf (EFA)
Spdr Series Trust St Str P500etf (SPYM)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Grayscale Bitcoin Mini Tr Et Shs New (BTC)
Microsoft Corporation (MSFT)
Ishares Tr Broad Usd High (USHY)

View all positions for Pacific Excel Wealth Advisors

Top funds holding Ishares Tr ibonds dec 26

Bank of America Corporation
Mercer Global Advisors
Rossmore Private Capital
Goss Wealth Management
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