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Ishares Tr ibonds 25 trm hg shares owned by J.w. Cole Advisors

Quarter-by-quarter ownership of Ishares Tr ibonds 25 trm hg (IBHE) shares owned by J.w. Cole Advisors from 13F filings

Historical chart of J.w. Cole Advisors investment in Ishares Tr ibonds 25 trm hg

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All positions including Ishares Tr ibonds 25 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 25 trm hg by J.w. Cole Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.0M 173k 23.30
2024-06-30 $2.9M 127k 23.27
2024-03-31 $2.4M 104k 23.38

More positions owned by J.w. Cole Advisors

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

View all positions for J.w. Cole 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