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Ishares Tr ibonds 25 trm hg shares owned by J.w. Cole Advisors

Quarter-by-quarter ownership of Ishares Tr ibonds 25 trm hg (IBHE) shares owned by J.w. Cole Advisors from 13F filings

Historical chart of J.w. Cole Advisors investment in Ishares Tr ibonds 25 trm hg

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All positions including Ishares Tr ibonds 25 trm hg held by J.w. Cole Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr ibonds 25 trm hg by J.w. Cole Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.4M 104k 23.38

More positions owned by J.w. Cole Advisors

Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Index Fds Growth Etf (VUG)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr S&p 500 Grwt Etf (IVW)
Select Sector Spdr Tr Technology (XLK)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for J.w. Cole Advisors

Top funds holding Ishares Tr ibonds 25 trm hg

Richard P Slaughter Associates
Bank of America Corporation
Raymond James Financial Services Advisors
Ashton Thomas Private Wealth
Wells Fargo & Company
Northwestern Mutual Wealth Management Company
Mid-American Wealth Advisory Group
Commonwealth Financial Services
Arrow Financial Corp.
HighTower Advisors
Morgan Stanley
Scissortail Wealth Management
PFG Private Wealth Management
Cetera Investment Advisers
Mutual Advisors

View all funds holding Ishares Tr ibonds 25 trm hg