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Ishares Tr ibonds dec 27 shares owned by WJ Wealth Management

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

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

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All positions including Ishares Tr ibonds dec 27 held by WJ 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 WJ Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.4M 55k 25.45
2024-03-31 $476k 19k 25.17

More positions owned by WJ Wealth Management

Ishares Tr Msci Usa Qlt Fct (QUAL)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Harbor Etf Trust Long Term Grower (WINN)
Blackrock Etf Trust Ii Flexible Income (BINC)
Ishares Tr Rus Tp200 Gr Etf (IWY)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Ibonds Dec2026 (IBDR)
Ishares Tr Ibonds 27 Etf (IBDS)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
First Tr Exchange-traded Rba Indl Etf (AIRR)
Ishares Tr S&p 100 Etf (OEF)
Etfis Ser Tr I Virtus Newfleet (NFLT)
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)

View all positions for WJ Wealth Management

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