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Ishares Tr cmn shares owned by Ethos Financial Group

Quarter-by-quarter ownership of Ishares Tr cmn (STIP) shares owned by Ethos Financial Group from 13F filings

Historical chart of Ethos Financial Group investment in Ishares Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr cmn held by Ethos Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr cmn by Ethos Financial Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $12M 122k 98.59
2023-09-30 $6.0M 61k 98.70
2023-06-30 $4.9M 49k 99.23
2023-03-31 $4.9M 49k 99.23
2022-12-31 $7.3M 75k 96.96

More positions owned by Ethos Financial Group

Schwab US Broad Market ETF Etf (SCHB)
Vanguard Total World Stock ETF Etf (VT)
Vaneck Morningstar Wide Moat ETF Etf (MOAT)
Schwab US Large Cap ETF Etf (SCHX)
Abrdn Physical Gold Shares ETF Etf (SGOL)
Schwab US Large Cap Growth ETF Etf (SCHG)
iShares TIPS Bond ETF Etf (TIP)
iShares 0-5 Year TIPS Bond ETF Etf (STIP)
Schwab US Large Cap Value ETF Etf (SCHV)
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iShares Short Treasury Bond ETF Etf (SHV)
Schwab Fundamental Inl Large Com ETF Etf (FNDF)
Wisdomtree Managed Futures Strat ETF Etf (WTMF)
iShares 20 PLS Year Treasury BND ETF Etf (TLT)
SPDR S&P 500 Growth ETF Etf (SPYG)

View all positions for Ethos Financial Group

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