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Ishares Tr shares owned by MBL Wealth

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

Historical chart of MBL Wealth investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr by MBL Wealth

Quarter filed Position value Share count Share price at filing
2026-09-30 $8.5M 347k 24.55

More positions owned by MBL Wealth

State Str Spdr S&p 500 Etf T Put Put Option (Principal) (SPY)
Spdr Series Trust St Str Blo 1 Etf (BIL)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Core Msci Emkt (IEMG)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
World Gold Tr Spdr Gld Minis (GLDM)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Victory Portfolios Ii Core Bd Etf (UITB)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Ishares Tr Core S&p Scp Etf (IJR)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Ishares Tr Core Msci Intl (IDEV)
Pimco Etf Tr Inter Mun Bd Act (MUNI)

View all positions for MBL Wealth

Top funds holding Ishares Tr

MBL Wealth
Quantum Financial Advisors
Goldman Sachs Group
Central Trust & Investment
Yoder Wealth Management
Jane Street
Citadel Advisors
Whitener Capital Management
Raymond James Financial
IFG Advisory
Ark & Tlk Investments
Flow Traders US
4Thought Financial Group
Magnus Financial Group
Hanson McClain Advisors

View all funds holding Ishares Tr