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Ishares Tr shares owned by Addison Advisors

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

Historical chart of Addison Advisors investment in Ishares Tr

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

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Quarterly reported holdings in Ishares Tr by Addison Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $83k 3.2k 25.89
2025-06-30 $26k 1.0k 25.40

More positions owned by Addison Advisors

Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Msci Usa Value (VLUE)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Ishares Tr Msci Intl Qualty (IQLT)
Microsoft Corporation (MSFT)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW)
Apple (AAPL)
Dimensional Etf Trust Intl Small Cap E (DFIS)

View all positions for Addison Advisors

Top funds holding Ishares Tr

Vishria Bird Financial Group
Jane Street
Quantum Financial Advisors
Helen Stephens Group
Leavell Investment Management
CliftonLarsonAllen Wealth Advisors
Massmutual Trust
Union Bankshares
Raymond James Financial
LBMC Investment Advisors
Hills Bank And Trust Company
Coldstream Capital Management
IFP Advisors
Rossmore Private Capital
Crews Bank & Trust

View all funds holding Ishares Tr