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Ishares Tr ibonds dec 25 shares owned by Modern Wealth Management

Quarter-by-quarter ownership of Ishares Tr ibonds dec 25 (IBMN) shares owned by Modern Wealth Management from 13F filings

Historical chart of Modern Wealth Management investment in Ishares Tr ibonds dec 25

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr ibonds dec 25 held by Modern 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 25 by Modern Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $508k 19k 26.42

More positions owned by Modern Wealth Management

Ishares Tr 0-5 Yr Tips Etf (STIP)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p Mc 400gr Etf (IJK)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Wisdomtree Tr Intrst Rate Hdge (AGZD)
T Rowe Price Etf Cap Appreciation (TCAF)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Apple (AAPL)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Modern Wealth Management

Top funds holding Ishares Tr ibonds dec 25

Colony
Bank of America Corporation
Mercer Global Advisors
Envestnet Asset Management
Morgan Stanley
Us Bancorp
Kathmere Capital Management
Goss Wealth Management
Wells Fargo & Company
UBS Group
LPL Financial
Amplius Wealth Advisors
Leavell Investment Management
Jane Street
Commonwealth Equity Services

View all funds holding Ishares Tr ibonds dec 25