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Ishares Tr ibonds dec 28 shares owned by Captrust Financial Advisors

Quarter-by-quarter ownership of Ishares Tr ibonds dec 28 (IBMQ) shares owned by Captrust Financial Advisors from 13F filings

Historical chart of Captrust Financial Advisors investment in Ishares Tr ibonds dec 28

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All positions including Ishares Tr ibonds dec 28 held by Captrust Financial Advisors 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 Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $301k 12k 25.59
2023-09-30 $582k 24k 24.41
2023-06-30 $600k 24k 25.16
2023-03-31 $768k 30k 25.60
2022-12-31 $846k 34k 25.10
2022-09-30 $2.0M 84k 24.20
2022-06-30 $2.2M 87k 25.03
2022-03-31 $4.0M 159k 25.47
2021-12-31 $4.8M 178k 27.24
2021-09-30 $4.9M 179k 27.22
2021-06-30 $5.2M 191k 27.42
2021-03-31 $5.0M 185k 27.16
2020-12-31 $4.3M 156k 27.61
2020-09-30 $4.0M 147k 27.30
2020-06-30 $4.0M 148k 27.09
2020-03-31 $860k 34k 25.69