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Ishares Tr ibds dec28 etf shares owned by J.w. Cole Advisors

Quarter-by-quarter ownership of Ishares Tr ibds dec28 etf (IBDT) shares owned by J.w. Cole Advisors from 13F filings

Historical chart of J.w. Cole Advisors investment in Ishares Tr ibds dec28 etf

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All positions including Ishares Tr ibds dec28 etf held by J.w. Cole Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr ibds dec28 etf by J.w. Cole Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.3M 91k 24.91
2023-12-31 $2.3M 92k 25.09
2023-09-30 $1.4M 57k 24.03

More positions owned by J.w. Cole Advisors

Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Index Fds Growth Etf (VUG)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr S&p 500 Grwt Etf (IVW)
Select Sector Spdr Tr Technology (XLK)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for J.w. Cole Advisors

Top funds holding Ishares Tr ibds dec28 etf

Bank of America Corporation
Capital Advisors
Capital Investment Advisors
Royal Bank of Canada
Woodmont Investment Counsel
Mercer Global Advisors
UBS Group
Klingman & Associates
Raymond James Financial Services Advisors
Sigma Investment Counselors
Advisors Capital Management
Kathmere Capital Management
HighTower Advisors
Gateway Advisory
Wells Fargo & Company

View all funds holding Ishares Tr ibds dec28 etf