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Home > Institutional Investor > Instrumental Wealth, Llc > 13F Holdings

Instuitional Investor - Instrumental Wealth, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 349,506 $26,950,441 13.64%
2.
Ishares Trust
 IEF 194,694 $26,776,297 13.56%
3.
Ishares Trust
 HYG 249,690 $24,115,042 12.21%
4.
Ishares Trust
 IEF 75,196 $17,073,997 8.64%
5.
Ishares Trust
 IEF 19,073 $14,283,844 7.23%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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