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Ishares Tr ibonds dec 26 shares owned by Global Financial Private Client

Quarter-by-quarter ownership of Ishares Tr ibonds dec 26 (IBMO) shares owned by Global Financial Private Client from 13F filings

Historical chart of Global Financial Private Client investment in Ishares Tr ibonds dec 26

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr ibonds dec 26 held by Global Financial Private Client consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr ibonds dec 26 by Global Financial Private Client

Quarter filed Position value Share count Share price at filing
2024-03-31 $231k 9.1k 25.29
2023-12-31 $232k 9.1k 25.51
2023-09-30 $285k 12k 24.72
2023-06-30 $336k 13k 25.14
2023-03-31 $356k 14k 25.51

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Schwab Us Dividend Equity Etf Etf (SCHD)
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Chevron Corp Stock (CVX)
Invesco S&p 500 Equal Weight Etf Etf (RSP)
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
Ishares Core S&p 500 Etf Etf (IVV)
Merck & Co Stock (MRK)
Exxon Mobil Corp Stock (XOM)

View all positions for Global Financial Private Client

Top funds holding Ishares Tr ibonds dec 26

Bank of America Corporation
Mercer Global Advisors
Envestnet Asset Management
Wilbanks Smith & Thomas Asset Management
Morgan Stanley
Us Bancorp
Kathmere Capital Management
UBS Group
Goss Wealth Management
Wells Fargo & Company
CI Private Wealth
LPL Financial
Ashton Thomas Private Wealth
Raymond James Financial Services Advisors
Praetorian Wealth Management

View all funds holding Ishares Tr ibonds dec 26