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Ishares Tr ibonds 25 trm hg shares owned by Captrust Financial Advisors

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

Historical chart of Captrust Financial 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 Captrust Financial 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 Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $274k 12k 23.22
2025-06-30 $268k 12k 23.26

More positions owned by Captrust Financial Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Apple Stock (AAPL)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Microsoft Corp Stock (MSFT)
Vanguard Value Etf (VTV)
Nvidia Corporation Stock (NVDA)
Vanguard S&p 500 Etf Etf (VOO)
Vanguard Growth Etf Etf (VUG)
Ishares Core Msci Total International Stock Etf Etf (IXUS)
Ishares 3-7 Year Treasury Bond Etf Etf (IEI)
Vanguard Mega Cap Growth Etf Etf (MGK)
Vanguard Small-cap Etf Etf (VB)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Ishares Core Msci Emerging Market Etf Etf (IEMG)

View all positions for Captrust Financial Advisors

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