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Ishares Tr shares owned by BridgePort Financial Solutions

Quarter-by-quarter ownership of Ishares Tr (IBHI) shares owned by BridgePort Financial Solutions from 13F filings

Historical chart of BridgePort Financial Solutions investment in Ishares Tr

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All positions including Ishares Tr held by BridgePort Financial Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by BridgePort Financial Solutions

Quarter filed Position value Share count Share price at filing
2025-12-31 $389k 16k 23.63
2025-09-30 $395k 17k 23.85
2025-06-30 $252k 11k 23.69
2025-03-31 $251k 11k 23.22
2024-12-31 $256k 11k 23.71

More positions owned by BridgePort Financial Solutions

Ishares Tr Core S&p500 Etf (IVV)
Putnam Etf Trust Focused Lar Cap (PVAL)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Msci Usa Min Vol (USMV)
Microsoft Corporation (MSFT)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl A (GOOGL)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)

View all positions for BridgePort Financial Solutions

Top funds holding Ishares Tr

LBMC Investment Advisors
Northwestern Mutual Wealth Management Company
Goss Wealth Management
Keeler THomas Management
Commonwealth Financial Services
Commonwealth Equity Services
Littlejohn Financial Services
Baltimore-Washington Financial Advisors
LPL Financial
Stratos Wealth Partners
Delta Wealth Advisors
Bradley & Co. Private Wealth Management
Ironwood Wealth Management
UBS Group
Straight Path Wealth Management

View all funds holding Ishares Tr