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Ishares Tr shares owned by APCM Wealth Management for Individuals

Quarter-by-quarter ownership of Ishares Tr (IBHF) shares owned by APCM Wealth Management for Individuals from 13F filings

Historical chart of APCM Wealth Management for Individuals investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr by APCM Wealth Management for Individuals

Quarter filed Position value Share count Share price at filing
2025-12-31 $206k 8.9k 23.08
2025-09-30 $204k 8.7k 23.39

More positions owned by APCM Wealth Management for Individuals

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Msci Eafe (IEFA)
Flexshares Tr Stoxx Globr Inf (NFRA)
New York Life Investments Et Nyli Hedge Multi (QAI)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
J P Morgan Exchange Traded F Betbuld Msci (BBRE)
Ishares Tr National Mun Etf (MUB)
Spdr Series Trust State Street Spd (SHM)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Abrdn Etfs Bbrg All Commdy (BCD)

View all positions for APCM Wealth Management for Individuals

Top funds holding Ishares Tr

LPL Financial
Cambridge Investment Research Advisors
Private Advisor
Arrow Financial Corp.
Wells Fargo & Company
LBMC Investment Advisors
Sterling Financial Group
Northwestern Mutual Wealth Management Company
Cowa
Sequoia Financial Advisors
Mid-American Wealth Advisory Group
Straightline Group
Raymond James Financial
Littlejohn Financial Services
Hurley Capital

View all funds holding Ishares Tr