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Ishares Tr ibonds dec 26 shares owned by Spinnaker Trust

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

Historical chart of Spinnaker Trust investment in Ishares Tr ibonds dec 26

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All positions including Ishares Tr ibonds dec 26 held by Spinnaker Trust 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 Spinnaker Trust

Quarter filed Position value Share count Share price at filing
2024-09-30 $794k 31k 25.66
2024-06-30 $808k 32k 25.32
2024-03-31 $816k 32k 25.35
2023-12-31 $305k 12k 25.51

More positions owned by Spinnaker Trust

iShares ESG MSCI EAFE ETF Equities (ESGD)
Technology Select Sector SPDR Equities (XLK)
iShares MSCI USA ESG Select ETF Equities (SUSA)
FT CBOE Vest US Equity Buffer - Equities (DDEC)
3M Company Equities (MMM)
iShares Core 1-5 Year USD Bond Equities (ISTB)
SPDR Portfolio S&P 500 ETF Equities (SPLG)
Apple Equities (AAPL)
Microsoft Corp Equities (MSFT)
Berkshire Hathaway Inc - CL B Equities (BRK.B)
SPDR Portfolio S&P 600 Small Ca Equities (SPSM)
SPDR Portfolio Long Term Treasu Equities (SPTL)
Healthcare Select Sector SPDR Equities (XLV)
Consumer Discretionary Select S Equities (XLY)
Invesco QQQ Trust Equities (QQQ)

View all positions for Spinnaker Trust

Top funds holding Ishares Tr ibonds dec 26

Bank of America Corporation
Mercer Global Advisors
Envestnet Asset Management
Hartland & Co
UBS Group
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
HighTower Advisors

View all funds holding Ishares Tr ibonds dec 26