Comprehensive Portfolio Management »

Ishares Tr shares owned by Comprehensive Portfolio Management

Quarter-by-quarter ownership of Ishares Tr (IBDV) shares owned by Comprehensive Portfolio Management from 13F filings

Historical chart of Comprehensive Portfolio Management investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by Comprehensive Portfolio 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 by Comprehensive Portfolio Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $358k 17k 21.36
2024-09-30 $310k 14k 22.17
2024-06-30 $230k 11k 21.26
2024-03-31 $231k 11k 21.40
2023-12-31 $234k 11k 21.64
2023-09-30 $220k 11k 20.38

More positions owned by Comprehensive Portfolio Management

Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Eafe (IEFA)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Wellington Us Momentum (VFMO)
NVIDIA Corporation (NVDA)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Microsoft Corporation (MSFT)
Amazon (AMZN)

View all positions for Comprehensive Portfolio Management

Top funds holding Ishares Tr

Aptus Capital Advisors
Bank of America Corporation
Ameriprise Financial
Capital Investment Advisors
Raymond James Financial
Capital Advisors
Morgan Stanley
Wells Fargo & Company
Raymond James Financial Services Advisors
HighTower Advisors
Venture Visionary Partners
Royal Bank of Canada
Gateway Advisory
Sigma Investment Counselors
Us Bancorp

View all funds holding Ishares Tr