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Ishares Tr ibnd dec25 etf shares owned by M3 Advisory Group

Quarter-by-quarter ownership of Ishares Tr ibnd dec25 etf (IBDQ) shares owned by M3 Advisory Group from 13F filings

Historical chart of M3 Advisory Group investment in Ishares Tr ibnd dec25 etf

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr ibnd dec25 etf held by M3 Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr ibnd dec25 etf by M3 Advisory Group

Quarter filed Position value Share count Share price at filing
2024-12-31 $302k 12k 25.05
2024-09-30 $350k 14k 25.10

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Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
NVIDIA Corporation (NVDA)
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Spdr S&p 500 Etf Tr Tr Unit (SPY)
Select Sector Spdr Tr Energy (XLE)
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Microsoft Corporation (MSFT)
Amazon (AMZN)

View all positions for M3 Advisory Group

Top funds holding Ishares Tr ibnd dec25 etf

Bank of America Corporation
Morgan Stanley
UBS Group
Hm Payson & Co
Envestnet Asset Management
LPL Financial
Raymond James Financial
Mercer Global Advisors
Sound View Wealth Advisors Group
Lido Advisors
Ameriprise Financial
Raymond James Financial Services Advisors
Stratos Wealth Partners
Commonwealth Equity Services
Captrust Financial Advisors

View all funds holding Ishares Tr ibnd dec25 etf