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Ishares Tr ibonds 25 trm hg shares owned by Great Valley Advisor Group

Quarter-by-quarter ownership of Ishares Tr ibonds 25 trm hg (IBHE) shares owned by Great Valley Advisor Group from 13F filings

Historical chart of Great Valley Advisor Group 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 Great Valley Advisor Group 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 Great Valley Advisor Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $561k 24k 23.20
2025-06-30 $536k 23k 23.27
2025-03-31 $627k 27k 23.25
2024-12-31 $983k 42k 23.20

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View all positions for Great Valley Advisor Group

Top funds holding Ishares Tr ibonds 25 trm hg

LPL Financial
Morgan Stanley
SkyView Investment Advisors
Resources Investment Advisors
Arrow Financial Corp.
Mid-American Wealth Advisory Group
Raymond James Financial
EP Wealth Advisors
Wells Fargo & Company
Cetera Investment Advisers
Scissortail Wealth Management
Keeler THomas Management
LBMC Investment Advisors
Stratos Wealth Partners
H D Vest Advisory Services

View all funds holding Ishares Tr ibonds 25 trm hg