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Ishares Tr cmn shares owned by Comprehensive Wealth Management

Quarter-by-quarter ownership of Ishares Tr cmn (STIP) shares owned by Comprehensive Wealth Management from 13F filings

Historical chart of Comprehensive Wealth Management investment in Ishares Tr cmn

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr cmn by Comprehensive Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $9.9M 101k 98.59
2023-09-30 $10M 103k 96.92
2023-06-30 $10M 104k 97.60
2023-03-31 $11M 106k 99.23
2022-12-31 $9.8M 101k 96.96
2022-09-30 $5.7M 60k 96.11

More positions owned by Comprehensive Wealth Management

First Tr Exchange-traded No Amer Energy (EMLP)
Spdr Ser Tr Portfli Intrmdit (SPTI)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Select Sector Spdr Tr Technology (XLK)
Ishares Tr Core Intl Aggr (IAGG)
Microsoft Corporation (MSFT)
Wisdomtree Tr Futre Strat Fd (WTMF)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
Ishares Tr Msci Eafe Smcp (HSCZ)
Invesco Exchange Traded Fd T S&p500 Eql Ind (RSPN)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Select Sector Spdr Tr Sbi Int-utils (XLU)
Vanguard World Extended Dur (EDV)
Ishares Msci Gbl Gold Mn (RING)
Ishares Tr Investment Grade (IGEB)

View all positions for Comprehensive Wealth Management

Top funds holding Ishares Tr cmn

Betterment
Bank of America Corporation
Financial Gravity Wealth
Comprehensive Portfolio Management
Modera Wealth Management
AlTi Global
Wealthcare Advisory Partners
Partners Capital Investment Group
Financeware
3EDGE Asset Management
Wells Fargo & Company
Haverford Trust Company
O'shaughnessy Asset Management
Keating Investment Counselors
Central Trust & Investment

View all funds holding Ishares Tr cmn