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Ishares Ai Invatn And Tec Act Etf shares owned by Shepherd Financial Partners

Quarter-by-quarter ownership of Ishares Ai Invatn And Tec Act Etf (BAI) shares owned by Shepherd Financial Partners from 13F filings

Historical chart of Shepherd Financial Partners investment in Ishares Ai Invatn And Tec Act Etf

Tip: Access up to 7 years of quarterly data

All positions including Ishares Ai Invatn And Tec Act Etf held by Shepherd Financial Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Ai Invatn And Tec Act Etf by Shepherd Financial Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $15M 447k 34.16
2025-06-30 $7.3M 254k 28.85

More positions owned by Shepherd Financial Partners

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Series Trust Portfoli S&p1500 (SPTM)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Apple (AAPL)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr S&p 100 Etf (OEF)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Spdr Series Trust Portfolio Ln Tsr (SPTL)
Microsoft Corporation (MSFT)
Amazon (AMZN)
NVIDIA Corporation (NVDA)

View all positions for Shepherd Financial Partners

Top funds holding Ishares Ai Invatn And Tec Act Etf

Envestnet Asset Management
LPL Financial
Jpmorgan Chase & Co
Envestnet Portfolio Solutions
Park Avenue Securities
CWM
Mml Investors Services
Cetera Investment Advisers
Janney Montgomery Scott
Ameriprise Financial
Goss Wealth Management
Bank of New York Mellon
Resources Investment Advisors
Foundations Investment Advisors
JB Capital

View all funds holding Ishares Ai Invatn And Tec Act Etf