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Ishares Tr ibonds dec 28 shares owned by Jim Saulnier & Associates

Quarter-by-quarter ownership of Ishares Tr ibonds dec 28 (IBMQ) shares owned by Jim Saulnier & Associates from 13F filings

Historical chart of Jim Saulnier & Associates investment in Ishares Tr ibonds dec 28

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All positions including Ishares Tr ibonds dec 28 held by Jim Saulnier & Associates 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 Jim Saulnier & Associates

Quarter filed Position value Share count Share price at filing
2025-09-30 $351k 14k 25.64
2025-06-30 $346k 14k 25.41
2025-03-31 $342k 14k 25.29

More positions owned by Jim Saulnier & Associates

Ishares Tr Core 60/40 Balan (AOR)
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)
Ishares Tr Core 80/20 Aggre (AOA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Pgim Rock Etf Tr S&p 500 Buffer (PBJN)
Pgim Rock Etf Tr S&p 500 Buffer (PBJL)
Ishares Tr Morningstar Grwt (ILCG)
Ishares Tr Morningstr Us Eq (ILCB)
Ishares Tr Morningstar Valu (ILCV)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Intrm Gov Cr Etf (GVI)
Pgim Rock Etf Tr S&p 500 Buffer (PBMY)
Pgim Rock Etf Tr S&p 500 Buffer (PBAU)

View all positions for Jim Saulnier & Associates

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
Hengehold Capital Management
Hills Bank And Trust Company
Pamela Horwath
UBS Group
Covington Investment Advisors
Kathmere Capital Management
Northwestern Mutual Wealth Management Company

View all funds holding Ishares Tr ibonds dec 28