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Ishares Tr shares owned by BIP Wealth

Quarter-by-quarter ownership of Ishares Tr (IBHG) shares owned by BIP Wealth from 13F filings

Historical chart of BIP Wealth investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr by BIP Wealth

Quarter filed Position value Share count Share price at filing
2026-06-30 $822k 37k 22.08
2026-03-31 $756k 34k 22.13

More positions owned by BIP Wealth

State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Wisdomtree Tr Floatng Rat Trea (USFR)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr TRS FLT RT BD (TFLO)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Spdr Series Trust St Shor Corp Etf (SPSB)
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)

View all positions for BIP Wealth

Top funds holding Ishares Tr

UBS Group
LBMC Investment Advisors
Arrow Financial Corp.
LPL Financial
Wells Fargo & Company
Federation des caisses Desjardins du Quebec
Raymond James Financial
Bank of America Corporation
Cetera Investment Advisers
Morgan Stanley
J.w. Cole Advisors
Concurrent Investment Advisors
Ironwood Wealth Management
BlackRock
Kestra Private Wealth Services

View all funds holding Ishares Tr