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Ishares Tr shares owned by CFG Wealth Management Services

Quarter-by-quarter ownership of Ishares Tr (IBCA) shares owned by CFG Wealth Management Services from 13F filings

Historical chart of CFG Wealth Management Services investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by CFG Wealth Management Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by CFG Wealth Management Services

Quarter filed Position value Share count Share price at filing
2026-03-31 $770k 30k 25.64
2025-12-31 $576k 22k 25.94

More positions owned by CFG Wealth Management Services

Schwab U.s. Aggregate Bond Etf Uie (SCHZ)
Schwab International Equity Etf Uie (SCHF)
Schwab U.s. Broad Marketetf Uie (SCHB)
Invesco S&p 500 Low Volatility Etf Uie (SPLV)
Vanguard Total Bond Market Index Fund Etf Shares Uie (BND)
Schwab High Yield Bond Etf Uie (SCYB)
Schwab Emerging Markets Equity Etf Uie (SCHE)
Schwab Short-term U.s. Treasury Etf Uie (SCHO)
Schwab U.s. Small-cap Etf Uie (SCHA)
Schwab U.s. Large-cap Value Etf Uie (SCHV)
Schwab U.s. Mid-cap Etf Uie (SCHM)
Schwab U.s. Large-cap Growth Etf Uie (SCHG)
Spdr Bloomberg International Corporate Bond Etf Uie (IBND)
Spdr Bloomberg Short Term International Treasury Bond Etf Uie (BWZ)
Ishares Core U.s. Aggregate Bond Etf Uie (AGG)

View all positions for CFG Wealth Management Services

Top funds holding Ishares Tr

Capital Investment Advisors
Bank of America Corporation
Arrow Financial Corp.
Mb, Levis & Associates
MV Capital Management
Morgan Stanley
Ameriprise Financial
HighTower Advisors
Guidance Point Advisors
Lido Advisors
Krilogy Financial
UBS Group
Raymond James Financial
Addison Advisors
Benjamin Edwards

View all funds holding Ishares Tr