Ishares Tr shares owned by UMA Financial Services
Quarter-by-quarter ownership of Ishares Tr (IBDV) shares owned by UMA Financial Services
from 13F filings
Historical chart of UMA Financial Services investment in Ishares Tr
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Quarterly reported holdings in Ishares Tr by UMA Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $170k | 7.8k | 21.80 |
| 2026-03-31 | $54k | 2.5k | 21.89 |
| 2025-12-31 | $55k | 2.5k | 22.07 |
| 2025-09-30 | $55k | 2.5k | 22.15 |
| 2025-06-30 | $54k | 2.5k | 21.98 |
| 2025-03-31 | $54k | 2.5k | 21.72 |