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Ishares Tr shares owned by High Note Wealth

Quarter-by-quarter ownership of Ishares Tr (IBIC) 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 $3.7M 143k 25.93
2025-06-30 $3.1M 121k 25.96

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

Quantum Financial Advisors
High Note Wealth
Addison Advisors
BlackRock
Citadel Advisors
Central Trust & Investment
Creative Planning
Jane Street
Susquehanna International
Sigma Planning
Ark & Tlk Investments
MKT Advisors
LPL Financial
Jim Saulnier & Associates
Austin Private Wealth

View all funds holding Ishares Tr