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Ishares Tr shares owned by Paradigm, Strategies in Wealth Management

Quarter-by-quarter ownership of Ishares Tr (IBDX) shares owned by Paradigm, Strategies in Wealth Management from 13F filings

Historical chart of Paradigm, Strategies in Wealth Management investment in Ishares Tr

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

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Quarterly reported holdings in Ishares Tr by Paradigm, Strategies in Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $6.4M 253k 25.23
2023-09-30 $6.1M 259k 23.48
2023-06-30 $4.9M 200k 24.62

More positions owned by Paradigm, Strategies in Wealth Management

J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Ibds Dec28 Etf (IBDT)
Ishares Tr Ibonds Dec24 Etf (IBDP)
Ishares Tr Ibonds Dec 2032 (IBDX)
Procter & Gamble Company (PG)
Apple (AAPL)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Ishares Tr Ibonds Dec25 Etf (IBDQ)
Ishares Tr Ibonds Dec2026 (IBDR)

View all positions for Paradigm, Strategies in Wealth Management

Top funds holding Ishares Tr

Capital Investment Advisors
Golub Group
Gateway Advisory
Bank of America Corporation
First Interstate Bank
Sigma Investment Counselors
Wells Fargo & Company
Arrow Financial Corp.
MV Capital Management
Raymond James Financial Services Advisors
Rockefeller Capital Management
UBS Group
Stony Point Wealth Management
Citadel Advisors
Paradigm, Strategies in Wealth Management

View all funds holding Ishares Tr