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Ishares Tr Msci Usa Momentum Factor shares owned by Baker Boyer National Bank

Quarter-by-quarter ownership of Ishares Tr Msci Usa Momentum Factor (MTUM) shares owned by Baker Boyer National Bank from 13F filings

Historical chart of Baker Boyer National Bank investment in Ishares Tr Msci Usa Momentum Factor

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr Msci Usa Momentum Factor held by Baker Boyer National Bank consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr Msci Usa Momentum Factor by Baker Boyer National Bank

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.3M 7.1k 187.35
2023-12-31 $969k 6.2k 156.89
2023-09-30 $472k 3.4k 139.70
2023-06-30 $475k 3.3k 144.25
2023-03-31 $469k 3.4k 139.04
2022-12-31 $473k 3.2k 145.93
2022-09-30 $372k 2.8k 131.08
2022-06-30 $371k 2.7k 136.20
2022-03-31 $394k 2.3k 168.16
2021-06-30 $371k 2.7k 136.20

More positions owned by Baker Boyer National Bank

Vanguard Tax Exempt Bond Etf Mutual Fund/tx Expt/cef & Etf (VTEB)
Dimensional U.s. Core Equit Y Ii Etf Closed End Fd/eq Cef&etf (DFAC)
Dimensional World Ex Us Core Equity 2 Etf Closed End/intl Eq Cef&etf (DFAX)
Dimensional Us Marketwide Value Etf Closed End Fd/eq Cef&etf (DFUV)
Fidelity Total Bond Etf Closed End Fd/fix Inc Cef&etf (FBND)
Dimensional International Value Etf Closed End/intl Eq Cef&etf (DFIV)
Vanguard Intermediate Term Treasury Etf Closed End Fd/fix Inc Cef&etf (VGIT)
Dimensional Etf Trust Intl Core Etf Closed End Fd/eq Cef&etf (DFAI)
Vanguard Value Etf Closed End Fd/eq Cef&etf (VTV)
Vanguard Ftse Developed Markets Etf Closed End/intl Eq Cef&etf (VEA)
Microsoft Corp Common Stock (MSFT)
Apple Common Stock (AAPL)
Vanguard Growth Etf Closed End Fd/eq Cef&etf (VUG)
Dimensional U.s. Small Cap Etf Closed End Fd/eq Cef&etf (DFAS)
Dfa Emerging Markets Core Etf Closed End/intl Eq Cef&etf (DFAE)

View all positions for Baker Boyer National Bank

Top funds holding Ishares Tr Msci Usa Momentum Factor

Envestnet Asset Management
Mercer Global Advisors
Raymond James & Associates
BlackRock
Bank of America Corporation
Assetmark
Morgan Stanley
State Treasurer State Of Michigan
Citadel Advisors
Ronald Blue Trust
Savant Capital Management
HPM Partners
Wealth Enhancement Advisory Services
CWM
Empirical Financial Services, LLC d/b/a Empirical Wealth Management

View all funds holding Ishares Tr Msci Usa Momentum Factor