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Ishares Tr shares owned by High Note Wealth

Quarter-by-quarter ownership of Ishares Tr (IBHF) shares owned by High Note Wealth from 13F filings

Historical chart of High Note Wealth investment in Ishares Tr

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All positions including Ishares Tr held by High Note Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by High Note Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $4.2M 181k 23.08
2025-09-30 $4.1M 175k 23.39
2025-06-30 $3.5M 150k 23.23

More positions owned by High Note Wealth

Ishares Core S&p 500 Etf Etf (IVV)
Ishares Esg Aware Msci Eafe Etf Etf (ESGD)
Schwab U.s. Mid-cap Etf Etf (SCHM)
State Street Technology Select Sector Spdr Etf Etf (XLK)
Apple Stock (AAPL)
Xtrackers Msci Eafe Hedged Equity Etf Etf (DBEF)
State Street Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Vanguard Small-cap Etf Etf (VB)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Palantir Technologies Inc Cl A Stock (PLTR)
Freedom 100 Emerging Markets Etf Etf (FRDM)
Microsoft Corp Stock (MSFT)
Ishares 20 Year Treasury Bond Etf Etf (TLT)
Amazon Stock (AMZN)

View all positions for High Note Wealth

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