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Ishares Tr ibonds dec 27 shares owned by Altium Wealth Management

Quarter-by-quarter ownership of Ishares Tr ibonds dec 27 (IBMP) shares owned by Altium Wealth Management from 13F filings

Historical chart of Altium Wealth Management investment in Ishares Tr ibonds dec 27

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr ibonds dec 27 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 dec 27 by Altium Wealth Management

Quarter filed Position value Share count Share price at filing
2022-06-30 $231k 9.2k 25.17
2021-12-31 $215k 8.0k 26.99
2021-09-30 $215k 8.0k 26.99

More positions owned by Altium Wealth Management

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 dec 27

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

View all funds holding Ishares Tr ibonds dec 27