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Ishares Tr ibonds dec 26 shares owned by Rossmore Private Capital

Quarter-by-quarter ownership of Ishares Tr ibonds dec 26 (IBMO) shares owned by Rossmore Private Capital from 13F filings

Historical chart of Rossmore Private Capital investment in Ishares Tr ibonds dec 26

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All positions including Ishares Tr ibonds dec 26 held by Rossmore Private Capital 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 Rossmore Private Capital

Quarter filed Position value Share count Share price at filing
2025-09-30 $301k 12k 25.66
2025-06-30 $301k 12k 25.62
2025-03-31 $300k 12k 25.56

More positions owned by Rossmore Private Capital

Exxon Mobil Corporation (XOM)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Microsoft Corporation (MSFT)
Chevron Corporation (CVX)
JPMorgan Chase & Co. (JPM)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
Alphabet Cap Stk Cl A (GOOGL)
Broadcom (AVGO)
Johnson & Johnson (JNJ)
Eli Lilly & Co. (LLY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Automatic Data Processing (ADP)

View all positions for Rossmore Private Capital

Top funds holding Ishares Tr ibonds dec 26

Mercer Global Advisors
Us Bancorp
Morgan Stanley
Goss Wealth Management
Hartland & Co
Kathmere Capital Management
LBMC Investment Advisors
UBS Group
Wells Fargo & Company
LPL Financial
Integrated Wealth Concepts
Hills Bank And Trust Company
Lido Advisors
HighTower Advisors
Covington Investment Advisors

View all funds holding Ishares Tr ibonds dec 26