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Ishares Tr shares owned by Comprehensive Portfolio Management

Quarter-by-quarter ownership of Ishares Tr (IBDV) shares owned by Comprehensive Portfolio Management from 13F filings

Historical chart of Comprehensive Portfolio Management investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by Comprehensive Portfolio Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Comprehensive Portfolio Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $231k 11k 21.40
2023-12-31 $234k 11k 21.64
2023-09-30 $220k 11k 20.38

More positions owned by Comprehensive Portfolio Management

Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core Msci Eafe (IEFA)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Apple (AAPL)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Wellington Us Momentum (VFMO)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Intl Small Cap V (DISV)
Amazon (AMZN)

View all positions for Comprehensive Portfolio Management

Top funds holding Ishares Tr

Capital Investment Advisors
Bank of America Corporation
UBS Group
Morgan Stanley
Aptus Capital Advisors
Gateway Advisory
Us Bancorp
Sigma Investment Counselors
Golub Group
Wells Fargo & Company
Royal Bank of Canada
Raymond James Financial Services Advisors
Klingman & Associates
Venture Visionary Partners
Advisors Capital Management

View all funds holding Ishares Tr