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Ishares Tr ibonds dec2026 shares owned by Morris Financial Concepts

Quarter-by-quarter ownership of Ishares Tr ibonds dec2026 (IBDR) shares owned by Morris Financial Concepts from 13F filings

Historical chart of Morris Financial Concepts investment in Ishares Tr ibonds dec2026

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr ibonds dec2026 held by Morris Financial Concepts consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr ibonds dec2026 by Morris Financial Concepts

Quarter filed Position value Share count Share price at filing
2024-03-31 $26k 1.1k 23.85
2023-12-31 $27k 1.1k 23.90

More positions owned by Morris Financial Concepts

Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Scp Etf (IJR)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr Short Treas Bd (SHV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Eafe Sml Cp Etf (SCZ)
American Centy Etf Tr Us Eqt Etf (AVUS)

View all positions for Morris Financial Concepts

Top funds holding Ishares Tr ibonds dec2026

Bank of America Corporation
Ameriprise Financial
Morgan Stanley
Northwestern Mutual Wealth Management Company
Mercer Global Advisors
Capital Advisors
Envestnet Asset Management
LPL Financial
Wells Fargo & Company
Shufro Rose & Co
Raymond James Financial Services Advisors
Royal Bank of Canada
Stifel Financial
Gratus Wealth Advisors
Sigma Investment Counselors

View all funds holding Ishares Tr ibonds dec2026