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Ishares Tr ibonds 24 trm hg shares owned by J.w. Cole Advisors

Quarter-by-quarter ownership of Ishares Tr ibonds 24 trm hg (IBHD) shares owned by J.w. Cole Advisors from 13F filings

Historical chart of J.w. Cole Advisors investment in Ishares Tr ibonds 24 trm hg

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All positions including Ishares Tr ibonds 24 trm hg 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 24 trm hg by J.w. Cole Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.1M 90k 23.21
2023-09-30 $1.5M 64k 23.20
2023-06-30 $366k 16k 23.08
2023-03-31 $202k 8.7k 23.13

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)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Ishares Tr Core Div Grwth (DGRO)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Select Sector Spdr Tr Technology (XLK)
Vanguard Index Fds Growth Etf (VUG)
NVIDIA Corporation (NVDA)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for J.w. Cole Advisors

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
Mutual Advisors

View all funds holding Ishares Tr ibonds 24 trm hg