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Ishares Tr edge us fixd inm shares owned by Triad Wealth Partners

Quarter-by-quarter ownership of Ishares Tr edge us fixd inm shares owned by Triad Wealth Partners from 13F filings

Historical chart of Triad Wealth Partners 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 Triad Wealth Partners 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 Triad Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.1M 35k 89.76

More positions owned by Triad Wealth Partners

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr S&p 500 Val Etf (IVE)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard World Mega Cap Index (MGC)
Apple (AAPL)
First Tr Exchng Traded Fd Vi Ft Vest U.s. Equ (XISE)
First Tr Exchange-traded First Tr Enh New (FTSM)
NVIDIA Corporation (NVDA)
Ishares Tr Eafe Value Etf (EFV)
Microsoft Corporation (MSFT)
Ishares Tr Mbs Etf (MBB)

View all positions for Triad Wealth Partners

Top funds holding Ishares Tr edge us fixd inm

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

View all funds holding Ishares Tr edge us fixd inm