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Ishares Tr shares owned by HB Wealth Management

Quarter-by-quarter ownership of Ishares Tr (AQLT) shares owned by HB Wealth Management from 13F filings

Historical chart of HB Wealth Management investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by HB Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by HB Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $267k 9.7k 27.64

More positions owned by HB Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Specialized Funds Div App Etf (VIG)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
American Centy Etf Tr Us Eqt Etf (AVUS)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Apple Put Option (AAPL)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Series Trust State Street Spd (SPYG)
Home Depot (HD)
Gmo Etf Trust Gmo Us Quality E (QLTY)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)

View all positions for HB Wealth Management

Top funds holding Ishares Tr

Balentine
Advocacy Wealth Management Services
National Bank Of Canada /fi/
Susquehanna International
Empire Life Investments
Old Mission Capital
Flow Traders US
Citadel Advisors
Ameliora Wealth Management
Royal Bank of Canada
HB Wealth Management
Virtu Financial
Morgan Stanley
Ameritas Advisory Services
UBS Group

View all funds holding Ishares Tr