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Ishares Tr shares owned by VisionPoint Advisory Group

Quarter-by-quarter ownership of Ishares Tr (IBMS) shares owned by VisionPoint Advisory Group from 13F filings

Historical chart of VisionPoint Advisory Group investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by VisionPoint Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by VisionPoint Advisory Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $328k 13k 25.83

More positions owned by VisionPoint Advisory Group

NVIDIA Corporation (NVDA)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Spdr Series Trust State Street Spd (BIL)
Spdr Series Trust State Street Spd (SPTM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Series Trust State Street Spd (SDY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Spdr Series Trust State Street Spd (SPAB)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Spdr Series Trust State Street Spd (SPYM)
Valued Advisers Tr Regan Fltg Rate (MBSF)
Deere & Company (DE)
Microsoft Corporation (MSFT)
Apple (AAPL)

View all positions for VisionPoint Advisory Group

Top funds holding Ishares Tr

Mercer Global Advisors
Hartland & Co
Kathmere Capital Management
HighTower Advisors
Bank of America Corporation
Us Bancorp
Praetorian Wealth Management
LBMC Investment Advisors
Wells Fargo & Company
Community Trust & Investment
Envestnet Asset Management
United Capital Financial Advisers
Coldstream Capital Management
Quantum Financial Advisors
Central Trust & Investment

View all funds holding Ishares Tr