Onyx Bridge Wealth Group »

iShares FTSE NAREIT Real Est 50 Ind shares owned by Onyx Bridge Wealth Group

Quarter-by-quarter ownership of iShares FTSE NAREIT Real Est 50 Ind (USRT) shares owned by Onyx Bridge Wealth Group from 13F filings

Historical chart of Onyx Bridge Wealth Group investment in iShares FTSE NAREIT Real Est 50 Ind

Tip: Access up to 7 years of quarterly data

All positions including iShares FTSE NAREIT Real Est 50 Ind held by Onyx Bridge Wealth Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares FTSE NAREIT Real Est 50 Ind by Onyx Bridge Wealth Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $342k 6.8k 50.33
2023-12-31 $372k 6.9k 54.29
2023-09-30 $330k 7.0k 47.18
2023-06-30 $361k 7.0k 51.41
2023-03-31 $387k 7.7k 50.40
2022-12-31 $384k 7.6k 50.29

More positions owned by Onyx Bridge Wealth Group

Ishares Tr Core S&p500 Etf (IVV)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Short Treas Bd (SHV)
Apple (AAPL)
Vanguard Specialized Funds Div App Etf (VIG)
Select Sector Spdr Tr Technology (XLK)
Select Sector Spdr Tr Financial (XLF)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Select Sector Spdr Tr Communication (XLC)
Select Sector Spdr Tr Energy (XLE)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Onyx Bridge Wealth Group

Top funds holding iShares FTSE NAREIT Real Est 50 Ind

Charles Schwab Investment Advisory
Us Bancorp
Bank of America Corporation
CI Private Wealth
Rsm Us Wealth Management
Mission Wealth Management
Wealth Enhancement Advisory Services
Charles Schwab Trust
Heritage Financial Services
Rockbridge Investment Management, LCC
HPM Partners
Financial & Tax Architects
S. R. Schill & Associates
Advisor Group Holdings
UBS Group

View all funds holding iShares FTSE NAREIT Real Est 50 Ind