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Ishares Tr fund shares owned by Rossby Financial, LCC

Quarter-by-quarter ownership of Ishares Tr fund (BGRN) shares owned by Rossby Financial, LCC from 13F filings

Historical chart of Rossby Financial, LCC investment in Ishares Tr fund

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All positions including Ishares Tr fund held by Rossby Financial, LCC consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr fund by Rossby Financial, LCC

Quarter filed Position value Share count Share price at filing
2025-12-31 $99k 2.1k 47.94
2025-09-30 $95k 2.0k 48.05

More positions owned by Rossby Financial, LCC

Calvert International Responsible Index Etf Etf (CVIE)
Calvert Us Large-cap Core Responsible Index Etf Etf (CVLC)
Freedom 100 Emerging Markets Etf Etf (FRDM)
Ishares Russell 2500 Etf Etf (SMMD)
Vaneck Green Bond Etf Etf (GRNB)
Apple Stock (AAPL)
Vanguard Intermediate-term Bond Etf Etf (BIV)
Nvidia Corporation Stock (NVDA)
Vanguard Consumer Staples Etf Etf (VDC)
Microsoft Corp Stock (MSFT)
Sprott Asset Management Lp Physical Silver Cef (PSLV)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Ishares Silver Trust Etf (SLV)
Vanguard Growth Etf Etf (VUG)
Ishares Iboxx $ High Yield Corporate Bond Etf Etf (HYG)

View all positions for Rossby Financial, LCC

Top funds holding Ishares Tr fund

Betterment
Empower Advisory Group
Mercer Global Advisors
Francis Financial
Royal Bank of Canada
Creative Planning
LPL Financial
Impact Investors
Seeds Investor
Envestnet Asset Management
Bank of New York Mellon
Assetmark
UBS Group
Laurel Wealth Planning
Cetera Investment Advisers

View all funds holding Ishares Tr fund