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Ishares Tr edge invt grde shares owned by HB Wealth Management

Quarter-by-quarter ownership of Ishares Tr edge invt grde (IGEB) shares owned by HB Wealth Management from 13F filings

Historical chart of HB Wealth Management investment in Ishares Tr edge invt grde

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr edge invt grde held by HB Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr edge invt grde by HB Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.0M 22k 46.05
2025-06-30 $1.3M 30k 45.44
2025-03-31 $1.4M 30k 45.01

More positions owned by HB Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
American Centy Etf Tr Us Eqt Etf (AVUS)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Apple Put Option (AAPL)
Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY)
Ishares Tr S&p 500 Grwt Etf (IVW)
Home Depot (HD)
Microsoft Corporation Put Option (MSFT)
NVIDIA Corporation Put Option (NVDA)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)

View all positions for HB Wealth Management

Top funds holding Ishares Tr edge invt grde

Envestnet Asset Management
LPL Financial
State of New Jersey Common Pension Fund D
Betterment
Fundamentun
Ameriprise Financial
Hennion & Walsh Asset Management
CWM
Mml Investors Services
Resources Investment Advisors
BlackRock
Morgan Stanley
Ameliora Wealth Management
Janney Montgomery Scott
Royal Bank of Canada

View all funds holding Ishares Tr edge invt grde