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Ishares Tr shares owned by Tempus Wealth Planning

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

Historical chart of Tempus Wealth Planning investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr by Tempus Wealth Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.4M 189k 23.39
2025-06-30 $4.9M 210k 23.23
2025-03-31 $4.4M 188k 23.22
2024-12-31 $3.0M 131k 23.15
2024-09-30 $1.0M 44k 23.41

More positions owned by Tempus Wealth Planning

Ge Aerospace Com New (GE)
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Microsoft Corporation (MSFT)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Spdr Series Trust Portfoli S&p1500 (SPTM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Tesla Motors (TSLA)
Proshares Tr Pshs Ultra Qqq (QLD)
Proshares Tr Pshs Ult S&p 500 (SSO)

View all positions for Tempus Wealth Planning

Top funds holding Ishares Tr

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

View all funds holding Ishares Tr