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Waller Financial Planning Group »

Ishares Tr edge invt grde shares owned by Waller Financial Planning Group

Quarter-by-quarter ownership of Ishares Tr edge invt grde (IGEB) shares owned by Waller Financial Planning Group from 13F filings

Historical chart of Waller Financial Planning Group 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 Waller Financial Planning Group 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 Waller Financial Planning Group

Quarter filed	Position value	Share count	Share price at filing
2023-12-31	$21M	470k	45.25
2023-09-30	$20M	467k	42.41
2023-06-30	$21M	468k	44.19
2023-03-31	$20M	450k	44.71

More positions owned by Waller Financial Planning Group

Spdr Index Shs Fds Portfolio Devlpd (SPDW)

Spdr Ser Tr Portfolio S&p600 (SPSM)

Spdr Ser Tr Portfolio S&p400 (SPMD)

Spdr Ser Tr Portfolio Agrgte (SPAB)

Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)

Ishares Tr Investment Grade (IGEB)

Ishares Tr Core S&p500 Etf (IVV)

Select Sector Spdr Tr Rl Est Sel Sec (XLRE)

Vanguard Charlotte Fds Total Int Bd Etf (BNDX)

Spdr Index Shs Fds Portfolio Emg Mk (SPEM)

Schwab Strategic Tr Us Dividend Eq (SCHD)

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

Vanguard Index Fds Small Cp Etf (VB)

Vanguard Index Fds Mid Cap Etf (VO)

Ishares Tr Eafe Value Etf (EFV)

View all positions for Waller Financial Planning Group

Top funds holding Ishares Tr edge invt grde

Envestnet Asset Management

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State of New Jersey Common Pension Fund D

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Ameriprise Financial

Waller Financial Planning Group

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Resources Investment Advisors

Cambridge Investment Research Advisors

Royal Bank of Canada

Mercer Global Advisors

Ameliora Wealth Management

View all funds holding Ishares Tr edge invt grde

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