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Ishares Tr Ibonds Dec2023 etf shares owned by Altium Wealth Management

Quarter-by-quarter ownership of Ishares Tr Ibonds Dec2023 etf shares owned by Altium Wealth Management from 13F filings

Historical chart of Altium Wealth Management investment in Ishares Tr Ibonds Dec2023 etf

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All positions including Ishares Tr Ibonds Dec2023 etf held by Altium Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr Ibonds Dec2023 etf by Altium Wealth Management

Quarter filed Position value Share count Share price at filing
2022-06-30 $426k 17k 25.52
2022-03-31 $570k 22k 25.48
2021-12-31 $569k 22k 25.90
2021-09-30 $529k 20k 26.00
2021-06-30 $498k 19k 26.13
2021-03-31 $570k 22k 26.15
2020-12-31 $745k 29k 26.19
2020-09-30 $820k 31k 26.28
2020-06-30 $816k 31k 26.22
2020-03-31 $816k 32k 25.66
2019-12-31 $809k 31k 25.83
2019-09-30 $884k 34k 25.77
2019-06-30 $882k 34k 25.71
2019-03-31 $874k 34k 25.48
2018-12-31 $519k 21k 25.12
2018-09-30 $604k 24k 24.86
2018-06-30 $393k 16k 24.95
2018-03-31 $448k 18k 24.84
2017-12-31 $316k 12k 25.46

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Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Core Msci Emkt (IEMG)
Vanguard Tax-managed Intl Van Ftse Dev Mkt (VEA)
Apple (AAPL)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Admiral Fds 500 Grth Idx F (VOOG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Microsoft Corporation (MSFT)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)

View all positions for Altium Wealth Management

Top funds holding Ishares Tr Ibonds Dec2023 etf

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