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Ishares Tr ibonds dec 27 shares owned by Sontag Advisory

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

Historical chart of Sontag Advisory investment in Ishares Tr ibonds dec 27

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All positions including Ishares Tr ibonds dec 27 held by Sontag Advisory 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 Sontag Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $199k 7.8k 25.48

More positions owned by Sontag Advisory

iShares Core S&P 500 ETF Etf (IVV)
Vanguard MSCI EAFE ETF Etf (VEA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
iShares Core S&P Mid-Cap ETF Etf (IJH)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab International Equity ETF Etf (SCHF)
Vanguard FTSE Emerging Markets ETF Etf (VWO)
Vanguard Index Fds Growth Etf (VUG)
iShares Core S&P Small-Cap ETF Etf (IJR)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Extended Market ETF Etf (VXF)
Vanguard Index Fds Large Cap Etf (VV)

View all positions for Sontag Advisory

Top funds holding Ishares Tr ibonds dec 27

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

View all funds holding Ishares Tr ibonds dec 27