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Ishares Tr ibnd dec24 etf shares owned by Fairhaven Wealth Management

Quarter-by-quarter ownership of Ishares Tr ibnd dec24 etf (IBDP) shares owned by Fairhaven Wealth Management from 13F filings

Historical chart of Fairhaven Wealth Management investment in Ishares Tr ibnd dec24 etf

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr ibnd dec24 etf held by Fairhaven Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr ibnd dec24 etf by Fairhaven Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $793k 32k 25.05
2023-12-31 $875k 35k 24.91
2023-09-30 $851k 34k 24.73
2023-06-30 $844k 34k 24.62

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Ishares Tr Core S&p500 Etf (IVV)
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Ishares Core Msci Emkt (IEMG)
Microsoft Corporation (MSFT)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Vanguard Index Fds Total Stk Mkt (VTI)
JPMorgan Chase & Co. (JPM)
Visa Com Cl A (V)
Oracle Corporation (ORCL)
Amazon (AMZN)
Lowe's Companies (LOW)
UnitedHealth (UNH)

View all positions for Fairhaven Wealth Management

Top funds holding Ishares Tr ibnd dec24 etf

Bank of America Corporation
Morgan Stanley
UBS Group
LPL Financial
Glenview Trust
Wells Fargo & Company
Raymond James Financial Services Advisors
Us Bancorp
HighTower Advisors
Royal Bank of Canada
Commonwealth Equity Services
Motley Fool Wealth Management
Gratus Wealth Advisors
Kathmere Capital Management
Ameriprise Financial

View all funds holding Ishares Tr ibnd dec24 etf