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Ishares Tr ibonds 25 trm hg shares owned by M3 Advisory Group

Quarter-by-quarter ownership of Ishares Tr ibonds 25 trm hg (IBHE) shares owned by M3 Advisory Group from 13F filings

Historical chart of M3 Advisory 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 M3 Advisory 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 M3 Advisory Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.0M 44k 23.30
2024-06-30 $897k 39k 23.27
2024-03-31 $819k 35k 23.38
2023-12-31 $240k 10k 23.10

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Vanguard Specialized Funds Div App Etf (VIG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p500 Etf (IVV)
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NVIDIA Corporation (NVDA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Select Sector Spdr Tr Energy (XLE)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Select Sector Spdr Tr Financial (XLF)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for M3 Advisory Group

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