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Ishares Tr shares owned by Paradigm, Strategies in Wealth Management

Quarter-by-quarter ownership of Ishares Tr (IBMS) shares owned by Paradigm, Strategies in Wealth Management from 13F filings

Historical chart of Paradigm, Strategies in Wealth Management investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by Paradigm, Strategies in Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Paradigm, Strategies in Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $365k 14k 26.08
2025-06-30 $359k 14k 25.66
2025-03-31 $248k 9.8k 25.40
2024-12-31 $222k 8.7k 25.37
2024-09-30 $226k 8.7k 25.87

More positions owned by Paradigm, Strategies in Wealth Management

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Hdg Msci Eafe (HEFA)
Ishares Tr Core S&p Scp Etf (IJR)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Ibonds Dec 2034 (IBDZ)
Apple (AAPL)
Procter & Gamble Company (PG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Ibonds Dec 2032 (IBDX)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Ishares Tr Ibds Dec28 Etf (IBDT)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Ishares Tr Ibonds Dec 29 (IBDU)

View all positions for Paradigm, Strategies in Wealth Management

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