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Ishares Tr ibonds dec 28 shares owned by Ellis Investment Partners

Quarter-by-quarter ownership of Ishares Tr ibonds dec 28 (IBMQ) shares owned by Ellis Investment Partners from 13F filings

Historical chart of Ellis Investment Partners investment in Ishares Tr ibonds dec 28

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr ibonds dec 28 held by Ellis Investment Partners 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 Ellis Investment Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.8M 70k 25.58

More positions owned by Ellis Investment Partners

Vanguard Index Fds Growth Etf (VUG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Select Divid Etf (DVY)
Apple (AAPL)
Cohen & Steers REIT/P (RNP)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Sp Smcp600vl Etf (IJS)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Ishares Tr Core S&p Mcp Etf (IJH)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Ishares Tr Core S&p Scp Etf (IJR)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr S&p 500 Grwt Etf (IVW)

View all positions for Ellis Investment Partners

Top funds holding Ishares Tr ibonds dec 28

Vishria Bird Financial Group
Hartland & Co
Mercer Global Advisors
Us Bancorp
HighTower Advisors
Wells Fargo & Company
Goss Wealth Management
LBMC Investment Advisors
Pamela Horwath
Hengehold Capital Management
Hills Bank And Trust Company
UBS Group
Kathmere Capital Management
Covington Investment Advisors
Northwestern Mutual Wealth Management Company

View all funds holding Ishares Tr ibonds dec 28