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Ishares Tr ibonds dec 27 shares owned by CI Private Wealth

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

Historical chart of CI Private Wealth investment in Ishares Tr ibonds dec 27

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All positions including Ishares Tr ibonds dec 27 held by CI Private Wealth 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 CI Private Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $12M 459k 25.17
2023-09-30 $11M 455k 24.48
2023-06-30 $11M 420k 25.07
2023-03-31 $8.9M 348k 25.46
2022-12-31 $7.2M 287k 25.08

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Amazon (AMZN)
Costco Wholesale Corporation (COST)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl C (GOOG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core S&p500 Etf (IVV)
Alphabet Cap Stk Cl A (GOOGL)
JPMorgan Chase & Co. (JPM)
Visa Com Cl A (V)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Thermo Fisher Scientific (TMO)
UnitedHealth (UNH)

View all positions for CI Private Wealth

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