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Ishares Tr ibonds dec shares owned by Colony Group

Quarter-by-quarter ownership of Ishares Tr ibonds dec (IBMM) shares owned by Colony Group from 13F filings

Historical chart of Colony Group investment in Ishares Tr ibonds dec

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All positions including Ishares Tr ibonds dec held by Colony Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr ibonds dec by Colony Group

Quarter filed Position value Share count Share price at filing
2023-09-30 $9.2M 356k 25.69
2023-06-30 $87M 3.4M 25.76
2023-03-31 $83M 3.2M 25.87
2022-12-31 $75M 2.9M 25.75
2022-09-30 $799k 31k 25.52

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Microsoft Corp Common (MSFT)
Apple Common (AAPL)
Spdr Ser Tr Msci Usa Strtgic Etf (QUS)
Vanguard Dividend Appreciation Etf (VIG)
Ishares Russell 1000 Etf Etf (IWB)
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Alphabet Inc Class A Class A (GOOGL)
Jpmorgan Chase & Co Common (JPM)
Pepsico Common (PEP)
BERKSHIRE HATHAWAY INC - Class B Class B (BRK.B)
Vanguard Large-cap Index Fund Etf (VV)
Vanguard Extended Market Etf S &p Compl Etf (VXF)

View all positions for Colony Group

Top funds holding Ishares Tr ibonds dec

Bank of America Corporation
Mercer Global Advisors
Us Bancorp
Kathmere Capital Management
HighTower Advisors
UBS Group
Wells Fargo & Company
Glenview Trust
Colony
Stifel Financial
Branch Banking & Trust Company
Regions Bank
Leavell Investment Management
Commonwealth Equity Services
Praetorian Wealth Management

View all funds holding Ishares Tr ibonds dec