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Ishares Tr ibonds dec 28 shares owned by Klingman & Associates

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

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

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

Quarter filed Position value Share count Share price at filing
2024-09-30 $622k 24k 25.63
2024-06-30 $708k 28k 25.02
2024-03-31 $1.5M 60k 25.27
2023-12-31 $1.7M 66k 25.59
2023-09-30 $1.4M 58k 24.41
2023-06-30 $1.1M 45k 25.16
2023-03-31 $859k 34k 25.60
2022-12-31 $653k 26k 25.10