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Ishares Tr ibonds 25 trm hg shares owned by Cottage Street Advisors

Quarter-by-quarter ownership of Ishares Tr ibonds 25 trm hg (IBHE) shares owned by Cottage Street Advisors from 13F filings

Historical chart of Cottage Street Advisors investment in Ishares Tr ibonds 25 trm hg

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr ibonds 25 trm hg held by Cottage Street Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr ibonds 25 trm hg by Cottage Street Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $313k 13k 23.30

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Blackstone Group Inc Com Cl A (BX)
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Ishares Tr S&P SML 600 GWT (IJT)
Ishares Tr Core S&p Mcp Etf (IJH)
Alphabet Cap Stk Cl C (GOOG)
Home Depot (HD)
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View all positions for Cottage Street Advisors

Top funds holding Ishares Tr ibonds 25 trm hg

Arrow Financial Corp.
Raymond James Financial Services Advisors
LPL Financial
Wells Fargo & Company
Northwestern Mutual Wealth Management Company
Bank of America Corporation
Mid-American Wealth Advisory Group
Ashton Thomas Private Wealth
Commonwealth Financial Services
EP Wealth Advisors
HighTower Advisors
Morgan Stanley
Scissortail Wealth Management
PFG Private Wealth Management
Vista Private Wealth Partners

View all funds holding Ishares Tr ibonds 25 trm hg