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Ishares Tr ibonds etf shares owned by SageView Advisory Group

Quarter-by-quarter ownership of Ishares Tr ibonds etf (IBDS) shares owned by SageView Advisory Group from 13F filings

Historical chart of SageView Advisory Group investment in Ishares Tr ibonds etf

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All positions including Ishares Tr ibonds etf held by SageView Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr ibonds etf by SageView Advisory Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $729k 13k 55.67
2023-09-30 $674k 29k 23.14
2023-06-30 $615k 26k 23.48
2023-03-31 $208k 8.7k 23.82
2022-12-31 $259k 11k 23.37

More positions owned by SageView Advisory Group

Ishares Tr Eafe Grwth Etf (EFG)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Core Msci Intl (IDEV)
Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE)
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Ishares Tr Hdg Msci Eafe (HEFA)
Vanguard Index Fds Mid Cap Etf (VO)
Flexshares Tr Mstar Emkt Fac (TLTE)
Apple (AAPL)
Mission Produce (AVO)
Ishares Tr Mortge Rel Etf (REM)
Ishares Tr Rus 1000 Grw Etf (IWF)

View all positions for SageView Advisory Group

Top funds holding Ishares Tr ibonds etf

Bank of America Corporation
Shufro Rose & Co
Ameriprise Financial
Capital Advisors
Morgan Stanley
UBS Group
Capital Investment Advisors
Mercer Global Advisors
Envestnet Asset Management
Royal Bank of Canada
Aptus Capital Advisors
Miracle Mile Advisors
Raymond James Financial Services Advisors
Wells Fargo & Company
LPL Financial

View all funds holding Ishares Tr ibonds etf