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Ishares Tr ibonds dec 27 shares owned by Modern Wealth Management

Quarter-by-quarter ownership of Ishares Tr ibonds dec 27 (IBMP) shares owned by Modern Wealth Management from 13F filings

Historical chart of Modern Wealth Management investment in Ishares Tr ibonds dec 27

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr ibonds dec 27 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 27 by Modern Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $712k 28k 25.39
2025-09-30 $1.1M 41k 25.47
2025-06-30 $1.0M 41k 25.35
2025-03-31 $856k 34k 25.28
2024-12-31 $897k 36k 25.14

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Victory Portfolios Ii Shares Free Cash (VFLO)
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View all positions for Modern Wealth Management

Top funds holding Ishares Tr ibonds dec 27

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

View all funds holding Ishares Tr ibonds dec 27