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Ishares Tr shares owned by High Note Wealth

Quarter-by-quarter ownership of Ishares Tr (IBHG) 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
2025-09-30 $80k 3.6k 22.49
2025-06-30 $62k 2.8k 22.54

More positions owned by High Note Wealth

Ishares Core S&p 500 Etf Etf (IVV)
Ishares Esg Aware Msci Eafe Etf Etf (ESGD)
Technology Select Sector Spdr Fund Etf (XLK)
Schwab U.s. Mid-cap Etf Etf (SCHM)
Xtrackers Msci Eafe Hedged Equity Etf Etf (DBEF)
Apple Stock (AAPL)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Palantir Technologies Inc Cl A Stock (PLTR)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Vanguard Small-cap Etf Etf (VB)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Microsoft Corp Stock (MSFT)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Ishares 20 Year Treasury Bond Etf Etf (TLT)
Amazon Stock (AMZN)

View all positions for High Note Wealth

Top funds holding Ishares Tr

LBMC Investment Advisors
Northwestern Mutual Wealth Management Company
Advisor Group Holdings
LPL Financial
Wells Fargo & Company
Keeler THomas Management
Commonwealth Equity Services
HighTower Advisors
Commonwealth Financial Services
Mutual Advisors
Morgan Stanley
J.w. Cole Advisors
Raymond James Financial
Cetera Investment Advisers
Hurley Capital

View all funds holding Ishares Tr