Heritage Wealth Management, Inc./Texas »

Ishares Tr ibonds 24 trm hg shares owned by Heritage Wealth Management, Inc./Texas

Quarter-by-quarter ownership of Ishares Tr ibonds 24 trm hg (IBHD) shares owned by Heritage Wealth Management, Inc./Texas from 13F filings

Historical chart of Heritage Wealth Management, Inc./Texas investment in Ishares Tr ibonds 24 trm hg

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr ibonds 24 trm hg held by Heritage Wealth Management, Inc./Texas consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr ibonds 24 trm hg by Heritage Wealth Management, Inc./Texas

Quarter filed Position value Share count Share price at filing
2024-03-31 $211k 9.1k 23.32
2023-12-31 $210k 9.0k 23.21

More positions owned by Heritage Wealth Management, Inc./Texas

Dimensional Etf Trust Us Equity Etf (DFUS)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Vanguard Index Fds Real Estate Etf (VNQ)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr Core S&p Scp Etf (IJR)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Core S&p Mcp Etf (IJH)
Dimensional Etf Trust Internatnal Val (DFIV)
Wisdomtree Tr Us Largecap Divd (DLN)
Exxon Mobil Corporation (XOM)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)

View all positions for Heritage Wealth Management, Inc./Texas

Top funds holding Ishares Tr ibonds 24 trm hg

AE Wealth Management
Mid-American Wealth Advisory Group
Arrow Financial Corp.
Bank of America Corporation
Wells Fargo & Company
Asset Dedication
Cambridge Investment Research Advisors
HighTower Advisors
Raymond James Financial Services Advisors
Baltimore-Washington Financial Advisors
EP Wealth Advisors
PFG Private Wealth Management
Royal Bank of Canada
Raymond James & Associates
Wright Fund Managment

View all funds holding Ishares Tr ibonds 24 trm hg