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Ishares Tr shares owned by Nestegg Advisors

Quarter-by-quarter ownership of Ishares Tr (IBMS) shares owned by Nestegg Advisors from 13F filings

Historical chart of Nestegg Advisors investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr by Nestegg Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.0M 117k 26.08
2025-06-30 $3.1M 121k 25.66
2025-03-31 $2.5M 100k 25.40
2024-12-31 $1.9M 75k 25.55

More positions owned by Nestegg Advisors

Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Ibonds Dec 2030 (IBDV)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Apple (AAPL)
Ishares Tr Ibonds Dec 2030 (IBMS)
Invesco Exchange Traded Fd T Divid Achievev (PFM)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Invesco Exchange Traded Fd T Intl Divi Achi (PID)
Vanguard Index Fds Real Estate Etf (VNQ)

View all positions for Nestegg Advisors

Top funds holding Ishares Tr

Mercer Global Advisors
Hartland & Co
Vishria Bird Financial Group
HighTower Advisors
Us Bancorp
Summit Financial
Praetorian Wealth Management
Coldstream Capital Management
Nestegg Advisors
Moseley Investment Management
LBMC Investment Advisors
Quantum Financial Advisors
CliftonLarsonAllen Wealth Advisors
Central Trust & Investment
Union Bankshares

View all funds holding Ishares Tr