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Ishares Tr shares owned by Mb, Levis & Associates

Quarter-by-quarter ownership of Ishares Tr (IBCA) shares owned by Mb, Levis & Associates from 13F filings

Historical chart of Mb, Levis & Associates investment in Ishares Tr

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All positions including Ishares Tr held by Mb, Levis & Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Mb, Levis & Associates

Quarter filed Position value Share count Share price at filing
2025-09-30 $14M 523k 26.04

More positions owned by Mb, Levis & Associates

Vanguard Index Fds Large Cap Etf (VV)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Wisdomtree Tr Us High Dividend (DHS)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Ishares Tr Ibonds Dec 2035 (IBCA)
Ishares Tr Ibonds Dec 2031 (IBDW)
Ishares Tr Ibonds Dec 2034 (IBDZ)
Ishares Tr Ibonds Dec 2032 (IBDX)
Vanguard Mun Bd Fds Core Tax Exempt (VCRM)
Ishares Tr Ibonds Dec 2033 (IBDY)
American Centy Etf Tr Us Quality Grow (QGRO)
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)
Apple (AAPL)
Microsoft Corporation (MSFT)
JPMorgan Chase & Co. (JPM)

View all positions for Mb, Levis & Associates

Top funds holding Ishares Tr

Capital Investment Advisors
Mb, Levis & Associates
Lido Advisors
UBS Group
Instrumental Wealth
J.w. Cole Advisors
Royal Bank of Canada
Paradigm, Strategies in Wealth Management
Probity Advisors
Jane Street
Addison Advisors
Guidance Point Advisors
MCF Advisors
Union Bankshares
Adirondack Trust

View all funds holding Ishares Tr