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Ishares Tr ibonds dec 28 shares owned by CI Private Wealth

Quarter-by-quarter ownership of Ishares Tr ibonds dec 28 (IBMQ) shares owned by CI Private Wealth from 13F filings

Historical chart of CI Private Wealth investment in Ishares Tr ibonds dec 28

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All positions including Ishares Tr ibonds dec 28 held by CI Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr ibonds dec 28 by CI Private Wealth

Quarter filed Position value Share count Share price at filing
2024-06-30 $8.3M 330k 25.02
2024-03-31 $8.8M 347k 25.27
2023-09-30 $8.0M 328k 24.41
2023-06-30 $7.0M 280k 25.16

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Alphabet Cap Stk Cl A (GOOGL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
JPMorgan Chase & Co. (JPM)
Ishares Tr Core S&p500 Etf (IVV)
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Broadcom (AVGO)
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View all positions for CI Private Wealth

Top funds holding Ishares Tr ibonds dec 28

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

View all funds holding Ishares Tr ibonds dec 28