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Ishares Tr shares owned by Wagner Bowman Management

Quarter-by-quarter ownership of Ishares Tr (DMXF) shares owned by Wagner Bowman Management from 13F filings

Historical chart of Wagner Bowman Management investment in Ishares Tr

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All positions including Ishares Tr held by Wagner Bowman Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Wagner Bowman Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $259k 3.6k 72.04

More positions owned by Wagner Bowman Management

Vanguard World Inf Tech Etf (VGT)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Select Sector Spdr Tr Technology (XLK)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Index Fds Small Cp Etf (VB)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard World Health Car Etf (VHT)
Ishares Tr Core Msci Eafe (IEFA)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Apple (AAPL)
Select Sector Spdr Tr Sbi Cons Discr (XLY)

View all positions for Wagner Bowman Management

Top funds holding Ishares Tr

Envestnet Asset Management
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Jpmorgan Chase & Co
LPL Financial
Park Avenue Securities
Sei Investments
SigFig Wealth Management
Hanson McClain Advisors
Mml Investors Services
Adviser Investments
Balanced Rock Investment Advisors
Cetera Investment Advisers

View all funds holding Ishares Tr