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Ishares Us Etf Tr bloomberg roll shares owned by SageView Advisory Group

Quarter-by-quarter ownership of Ishares Us Etf Tr bloomberg roll (CMDY) shares owned by SageView Advisory Group from 13F filings

Historical chart of SageView Advisory Group investment in Ishares Us Etf Tr bloomberg roll

Tip: Access up to 7 years of quarterly data

All positions including Ishares Us Etf Tr bloomberg roll held by SageView Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Us Etf Tr bloomberg roll by SageView Advisory Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $248k 5.3k 47.10
2023-09-30 $813k 16k 51.51
2023-06-30 $19M 375k 49.51
2023-03-31 $15M 284k 51.52
2022-12-31 $9.2M 168k 54.51

More positions owned by SageView Advisory Group

Ishares Tr Core Us Aggbd Et (Principal) (AGG)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Extend Mkt Etf (VXF)
Ishares Tr Core Intl Aggr (Principal) (IAGG)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Ishares Tr Global Reit Etf (REET)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Apple (AAPL)
Flexshares Tr Mornstar Usmkt (TILT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Ishares Tr National Mun Etf (Principal) (MUB)
Ishares Tr Jpmorgan Usd Emg (Principal) (EMB)

View all positions for SageView Advisory Group

Top funds holding Ishares Us Etf Tr bloomberg roll

Alaska Permanent Capital Management
Bank of America Corporation
APCM Wealth Management for Individuals
Principal Securities
Disciplina Capital Management
Horizons Wealth Management
Rockefeller Capital Management
Telemus Capital
Jane Street
H D Vest Advisory Services
Cambridge Investment Research Advisors
Advisor Group Holdings
Kingsview Wealth Management
Silver Oak Securities
Lake Street Financial

View all funds holding Ishares Us Etf Tr bloomberg roll