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Ishares Tr ibonds 25 trm hg shares owned by LRI Investments

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

Historical chart of LRI Investments investment in Ishares Tr ibonds 25 trm hg

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All positions including Ishares Tr ibonds 25 trm hg held by LRI Investments 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 LRI Investments

Quarter filed Position value Share count Share price at filing
2025-09-30 $307k 13k 23.22
2025-06-30 $307k 13k 23.26
2025-03-31 $128k 5.5k 23.24

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View all positions for LRI Investments

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