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Ishares Tr msci lw crb tg shares owned by Relative Value Partners

Quarter-by-quarter ownership of Ishares Tr msci lw crb tg (CRBN) shares owned by Relative Value Partners from 13F filings

Historical chart of Relative Value Partners 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 Relative Value Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr msci lw crb tg by Relative Value Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.6M 16k 165.47
2023-09-30 $2.5M 16k 150.25
2023-06-30 $3.0M 19k 156.39
2023-03-31 $2.8M 19k 147.94
2022-12-31 $1.1M 7.8k 138.14

More positions owned by Relative Value Partners

Vanguard Index Fds Value Etf (VTV)
Ishares Tr S&p 100 Etf (OEF)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Scottsdale Fds Mtg Bkd Secs Etf (VMBS)
Vanguard Scottsdale Fds Intr Trm Treas (VGIT)
Ishares Tr Core S&p500 Etf (IVV)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Invesco Exchange Traded Ftse Rafi 1000 (PRF)
Ishares Tr Barclays 7 10 Yr (IEF)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Spdr Ser Tr Portf Short (SPSB)
Janus Detroit Str Tr Hendrsn Aaa Cl (JAAA)
Dimensional Etf Trust Intnl Value (DFIV)

View all positions for Relative Value Partners

Top funds holding Ishares Tr msci lw crb tg

Betterment
Bank of America Corporation
Aspiriant
Jpmorgan Chase & Co
UBS Group
Flow Traders US
Jane Street
BSW Wealth Partners
AlTi Global
Citadel Advisors
Relative Value Partners
Goldman Sachs Group
Stonehearth Capital Management
Mercer Global Advisors
Royal Bank of Canada

View all funds holding Ishares Tr msci lw crb tg