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Ishares Tr ibonds 25 trm hg shares owned by UMA Financial Services

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

Historical chart of UMA Financial Services 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 UMA Financial Services 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 UMA Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $23k 1.0k 23.22
2025-06-30 $23k 1.0k 23.26

More positions owned by UMA Financial Services

Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust Portfolio S&p500 (SPLG)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Apple (AAPL)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Core Msci Emkt (IEMG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)

View all positions for UMA Financial Services

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