Tempus Wealth Planning »

Ishares Tr shares owned by Tempus Wealth Planning

Quarter-by-quarter ownership of Ishares Tr (IBHG) 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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr by Tempus Wealth Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $693k 31k 22.49
2025-06-30 $202k 8.9k 22.54

More positions owned by Tempus Wealth Planning

Ge Aerospace Com New (GE)
Ge Vernova (GEV)
NVIDIA Corporation (NVDA)
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

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