MONECO Advisors »

Ishares Tr shares owned by MONECO Advisors

Quarter-by-quarter ownership of Ishares Tr (IBHF) shares owned by MONECO Advisors from 13F filings

Historical chart of MONECO Advisors investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by MONECO Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr by MONECO Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $330k 14k 23.39
2025-06-30 $328k 14k 23.23
2025-03-31 $327k 14k 23.22

More positions owned by MONECO Advisors

Ishares Tr 0-3 Mnth Treasry (SGOV)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Spdr Series Trust Portfolio S&p500 (SPLG)
Apple (AAPL)
Microsoft Corporation (MSFT)
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)
Vanguard Index Fds Growth Etf (VUG)
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)
NVIDIA Corporation (NVDA)
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV)

View all positions for MONECO Advisors

Top funds holding Ishares Tr

Morgan Stanley
LPL Financial
Cambridge Investment Research Advisors
Private Advisor
Wells Fargo & Company
Sterling Financial Group
LBMC Investment Advisors
Northwestern Mutual Wealth Management Company
Arrow Financial Corp.
Straightline Group
Cowa
Mid-American Wealth Advisory Group
Raymond James Financial
Littlejohn Financial Services
Ruggaard & Associates

View all funds holding Ishares Tr