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Ishares Tr ibonds dec 29 shares owned by J.w. Cole Advisors

Quarter-by-quarter ownership of Ishares Tr ibonds dec 29 (IBDU) shares owned by J.w. Cole Advisors from 13F filings

Historical chart of J.w. Cole Advisors investment in Ishares Tr ibonds dec 29

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr ibonds dec 29 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 ibonds dec 29 by J.w. Cole Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $6.2M 270k 22.80
2024-09-30 $7.0M 298k 23.51
2024-06-30 $4.3M 189k 22.67
2024-03-31 $3.4M 148k 22.82

More positions owned by J.w. Cole Advisors

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

View all positions for J.w. Cole Advisors

Top funds holding Ishares Tr ibonds dec 29

Ameriprise Financial
Capital Advisors
Aptus Capital Advisors
Capital Investment Advisors
Bank of America Corporation
Envestnet Asset Management
Royal Bank of Canada
Woodmont Investment Counsel
Raymond James Financial Services Advisors
Klingman & Associates
HighTower Advisors
Venture Visionary Partners
Wells Fargo & Company
UBS Group
Stifel Financial

View all funds holding Ishares Tr ibonds dec 29