Triad Wealth Partners »

iShares S&P Conservative Allocatn Fd ETF shares owned by Triad Wealth Partners

Quarter-by-quarter ownership of iShares S&P Conservative Allocatn Fd ETF (AOK) shares owned by Triad Wealth Partners from 13F filings

Historical chart of Triad Wealth Partners investment in iShares S&P Conservative Allocatn Fd ETF

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P Conservative Allocatn Fd ETF held by Triad Wealth Partners 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 S&P Conservative Allocatn Fd ETF by Triad Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-06-30 $47k 1.3k 36.93

More positions owned by Triad Wealth Partners

Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Ishares Tr Core S&p Mcp Etf (IJH)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Ishares Tr Msci Intl Qualty (IQLT)
Flexshares Tr Cr Scd Us Bd (SKOR)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr High Yld Systm B (HYDB)
J P Morgan Exchange Traded F Mkt Expn Enhncd (JMEE)

View all positions for Triad Wealth Partners

Top funds holding iShares S&P Conservative Allocatn Fd ETF

Atlas Capital Advisors
LPL Financial
BlackRock
Lido Advisors
Morgan Stanley
Curran Financial Partners
Weaver Consulting Group
Investment Advisory Group
Advisor Group Holdings
Bank of America Corporation
Archvest Wealth Advisors
Cambridge Investment Research Advisors
Goldman Sachs Group
Congress Asset Management
Wells Fargo & Company

View all funds holding iShares S&P Conservative Allocatn Fd ETF