Personal Resources Investment & Strategic Management »

Ishares Tr ibonds dec 26 shares owned by Personal Resources Investment & Strategic Management

Quarter-by-quarter ownership of Ishares Tr ibonds dec 26 (IBMO) shares owned by Personal Resources Investment & Strategic Management from 13F filings

Historical chart of Personal Resources Investment & Strategic Management 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 Personal Resources Investment & Strategic Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr ibonds dec 26 by Personal Resources Investment & Strategic Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $915k 36k 25.66
2024-06-30 $903k 36k 25.32
2024-03-31 $904k 36k 25.35
2023-12-31 $910k 36k 25.51
2023-09-30 $885k 36k 24.81
2023-06-30 $898k 36k 25.18
2023-03-31 $911k 36k 25.53
2022-12-31 $899k 36k 25.21
2022-09-30 $878k 36k 24.62
2022-06-30 $904k 36k 25.35
2022-03-31 $956k 38k 25.50
2021-12-31 $1.0M 38k 26.88
2021-09-30 $1.0M 38k 26.88
2021-06-30 $1.0M 38k 26.98
2021-03-31 $988k 37k 26.82
2020-12-31 $998k 37k 27.09
2020-09-30 $717k 27k 26.93
2020-06-30 $710k 27k 26.67
2020-03-31 $615k 24k 25.79
2019-12-31 $225k 8.7k 25.91

More positions owned by Personal Resources Investment & Strategic Management

Wisdomtree International Hedged Quality Dividend Growth Fund Etf (IHDG)
Columbia Em Core Ex-china Etf Etf (XCEM)
Wisdomtree Us Value Fund Of Benef Interest Etf (WTV)
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
Dimensional International Value Etf Etf (DFIV)
Invesco S&p Midcap 400 Revenue Etf Etf (RWK)
Ishares S&p 500 Value Etf Etf (IVE)
First Trust Low Duration Opportunities Etf Etf (LMBS)
Jpmorgan Ultra-short Income Etf Etf (JPST)
Invesco Water Resources Etf Etf (PHO)
Invesco S&p 500 Equal Weight Etf Etf (RSP)
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL)
Ishares Msci China A Etf Etf (CNYA)
Ishares Russell 1000 Value Etf Etf (IWD)
Jpmorgan U.s. Quality Factor Etf Etf (JQUA)

View all positions for Personal Resources Investment & Strategic 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