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Ishares Tr edge us fixd inm shares owned by Swp Financial

Quarter-by-quarter ownership of Ishares Tr edge us fixd inm shares owned by Swp Financial from 13F filings

Historical chart of Swp Financial investment in Ishares Tr edge us fixd inm

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr edge us fixd inm held by Swp Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr edge us fixd inm by Swp Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.2M 25k 89.76

More positions owned by Swp Financial

Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Univrsl Usd (IUSB)
Apple (AAPL)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 100 Etf (OEF)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Blackrock Etf Trust Ii Ishares Total Re (BRTR)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Index Fds Large Cap Etf (VV)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Blackrock Etf Trust Ishares Us Thema (THRO)

View all positions for Swp Financial

Top funds holding Ishares Tr edge us fixd inm

Park Avenue Securities
BlackRock
Ameriprise Financial
Stratos Wealth Partners
Kelly Financial Services
Citadel Advisors
Triad Wealth Partners
Perigon Wealth Management
Sharkey, Howes & Javer
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
TSA Wealth Managment
Swp Financial
Ethos Capital Management
Optivise Advisory Services
Assetmark

View all funds holding Ishares Tr edge us fixd inm