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Ishares Tr ibonds dec 27 shares owned by Sonata Capital

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

Historical chart of Sonata Capital 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 Sonata Capital 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 Sonata Capital

Quarter filed Position value Share count Share price at filing
2024-09-30 $201k 7.9k 25.51

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Apple (AAPL)
Vanguard Total Stock Market Et Etf (VTI)
Vanguard High Dividend Yield E Etf (VYM)
Amazon (AMZN)
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Berkshire Hathaway (BRK.B)
Ishares Ibonds Dec 2024 Trm Et Etf (IBDP)
Ishares Core S&p Mid Cap Etf Etf (IJH)
Ishares S&p Small Cap 600 Etf Etf (IJS)
Spdr S&p Midcap 400 Etf Iv Etf (MDY)

View all positions for Sonata Capital

Top funds holding Ishares Tr ibonds dec 27

Bank of America Corporation
Mercer Global Advisors
Envestnet Asset Management
Wells Fargo & Company
Hartland & Co
HighTower Advisors
Heartwood Wealth Advisors
Us Bancorp
Kathmere Capital Management
Morgan Stanley
Hengehold Capital Management
CI Private Wealth
Raymond James Financial Services Advisors
Goss Wealth Management
Hills Bank And Trust Company

View all funds holding Ishares Tr ibonds dec 27