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Ishares Tr usa min vo shares owned by Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors

Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors from 13F filings

Historical chart of Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors investment in Ishares Tr usa min vo

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All positions including Ishares Tr usa min vo held by Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr usa min vo by Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.3M 14k 95.14
2025-06-30 $1.3M 13k 93.87
2025-03-31 $1.2M 13k 92.74
2024-12-31 $1.2M 13k 88.79
2024-09-30 $1.4M 15k 91.31
2024-06-30 $1.2M 14k 83.96
2024-03-31 $1.2M 14k 83.58
2023-12-31 $1.1M 14k 78.03
2023-09-30 $842k 12k 72.38
2023-06-30 $1.2M 17k 74.33
2023-03-31 $1.2M 17k 71.94
2022-12-31 $1.2M 17k 72.10
2022-09-30 $1.1M 17k 66.08
2022-06-30 $1.2M 17k 73.81
2022-03-31 $1.3M 17k 77.57
2021-12-31 $1.8M 23k 80.92
2021-09-30 $1.1M 16k 73.50
2021-06-30 $1.4M 19k 73.62
2021-03-31 $1.3M 19k 69.21
2020-12-31 $1.5M 23k 67.90
2020-09-30 $1.5M 23k 63.72
2020-06-30 $1.5M 25k 60.61
2020-03-31 $1.3M 24k 54.01
2019-12-31 $2.0M 30k 67.92
2019-09-30 $1.7M 26k 64.12
2019-06-30 $12M 187k 61.73
2019-03-31 $10M 171k 58.47
2018-12-31 $7.1M 135k 52.40
2018-09-30 $5.8M 102k 57.04
2018-06-30 $4.8M 91k 53.16

More positions owned by Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors

Capital Group Dividend Value Shs Creation Uni (CGDV)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Spdr Gold Tr Gold Shs (GLD)
DNP Select Income Fund (DNP)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Capital Group Growth Etf Shs Creation Uni (CGGR)

View all positions for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors

Top funds holding Ishares Tr usa min vo

Raymond James Financial
Morgan Stanley
FMR
Wealth Enhancement Advisory Services
LPL Financial
Pnc Financial Services
BlackRock
Envestnet Asset Management
Catalyst Capital Advisors
Millburn Ridgefield
UBS Group
Wells Fargo & Company
Jpmorgan Chase & Co
Two Sigma Investments
Ameriprise Financial

View all funds holding Ishares Tr usa min vo