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Ishares Tr ibnd dec25 etf shares owned by Delap Wealth Advisory

Quarter-by-quarter ownership of Ishares Tr ibnd dec25 etf (IBDQ) shares owned by Delap Wealth Advisory from 13F filings

Historical chart of Delap Wealth Advisory investment in Ishares Tr ibnd dec25 etf

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr ibnd dec25 etf held by Delap Wealth Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr ibnd dec25 etf by Delap Wealth Advisory

Quarter filed Position value Share count Share price at filing
2023-12-31 $414k 17k 24.76
2023-09-30 $204k 8.4k 24.37
2023-06-30 $204k 8.4k 24.38
2023-03-31 $205k 8.4k 24.53
2022-12-31 $203k 8.4k 24.32

More positions owned by Delap Wealth Advisory

Ishares Tr Core S&p Ttl Stk (ITOT)
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Ishares Tr Core Msci Intl (IDEV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Appfolio Com Cl A (APPF)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Ishares Core Msci Emkt (IEMG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)

View all positions for Delap Wealth Advisory

Top funds holding Ishares Tr ibnd dec25 etf

Bank of America Corporation
Morgan Stanley
UBS Group
Mercer Global Advisors
Envestnet Asset Management
Capital Advisors
Ameriprise Financial
LPL Financial
Wells Fargo & Company
Goss Wealth Management
Raymond James Financial Services Advisors
Royal Bank of Canada
Us Bancorp
Gratus Wealth Advisors
Stifel Financial

View all funds holding Ishares Tr ibnd dec25 etf