Golden State Wealth Management »

Ishares Tr msci lw crb tg shares owned by Golden State Wealth Management

Quarter-by-quarter ownership of Ishares Tr msci lw crb tg (CRBN) shares owned by Golden State Wealth Management from 13F filings

Historical chart of Golden State Wealth Management investment in Ishares Tr msci lw crb tg

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr msci lw crb tg held by Golden State Wealth Management 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 Tr msci lw crb tg by Golden State Wealth Management

Quarter filed Position value Share count Share price at filing
2022-03-31 $280k 1.7k 163.17
2021-12-31 $302k 1.7k 173.96
2020-12-31 $219k 1.5k 148.17
2019-09-30 $145k 1.2k 119.93
2019-06-30 $144k 1.2k 119.11
2019-03-31 $137k 1.2k 116.30

More positions owned by Golden State Wealth Management

Ishares Core MF Closed and MF Open (IVV)
Ishares Core MF Closed and MF Open (AGG)
Apple Common Stock (AAPL)
First Trust MF Closed and MF Open (FVD)
SPDR S&P MF Closed and MF Open (SPY)
Spdr Portfolio MF Closed and MF Open (SPAB)
Invesco Qqq MF Closed and MF Open (QQQ)
Amazon Common Stock (AMZN)
First Trust MF Closed and MF Open (FTCS)
Ishares Msci MF Closed and MF Open (QUAL)
Blackstone Common Stock (BX)
Ishares Msci MF Closed and MF Open (MTUM)
Alphabet Common Stock (GOOGL)
Tesla Common Stock (TSLA)
Principal Us MF Closed and MF Open (USMC)

View all positions for Golden State Wealth Management

Top funds holding Ishares Tr msci lw crb tg

Morgan Stanley
Bank of America Corporation
Aspiriant
Jpmorgan Chase & Co
Jane Street
Susquehanna International
Cetera Investment Advisers
BSW Wealth Partners
AlTi Global
Envestnet Asset Management
Coldstream Capital Management
Stonehearth Capital Management
Flow Traders US
LPL Financial
Royal Bank of Canada

View all funds holding Ishares Tr msci lw crb tg