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Ishares Tr shares owned by PDS Planning

Quarter-by-quarter ownership of Ishares Tr (PABU) shares owned by PDS Planning from 13F filings

Historical chart of PDS Planning investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by PDS Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by PDS Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $360k 5.7k 63.42

More positions owned by PDS Planning

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Specialized Funds Div App Etf (VIG)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Global Reit Etf (REET)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Apple (AAPL)
Abbvie (ABBV)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Microsoft Corporation (MSFT)

View all positions for PDS Planning

Top funds holding Ishares Tr

Bank of Finland
ARGI Investment Services
Albion Financial Group
AlTi Global
Syntrinsic
Flow Traders US
Citadel Advisors
Metis Global Partners
PDS Planning
Deutsche Bank Aktiengesellschaft
Two Sigma Investments
Tower Research Capital
Steward Partners Investment Advisory
Royal Bank of Canada

View all funds holding Ishares Tr