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Ishares Tr shares owned by Jacobi Capital Management

Quarter-by-quarter ownership of Ishares Tr (IBMT) shares owned by Jacobi Capital Management from 13F filings

Historical chart of Jacobi Capital Management investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by Jacobi Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Jacobi Capital Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $945k 37k 25.80

More positions owned by Jacobi Capital Management

State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Invesco Actively Managed Exc Put (QQQ)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Series Trust ST STR PR SP1500 (SPTM)
Apple (AAPL)
Spdr Series Trust St Str Blo 1 Etf (BIL)
Etf Opportunities Trust Applied Fina Val (VSLU)
Ishares Tr Russell 2000 Etf (IWM)
First Tr Exchng Traded Fd Vi Ft Vest Lad (BUFZ)
Spdr Index Shs Fds St Str Acwi Etf (CWI)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)

View all positions for Jacobi Capital Management

Top funds holding Ishares Tr

Mercer Global Advisors
HighTower Advisors
Praetorian Wealth Management
LBMC Investment Advisors
Bank of America Corporation
Quantum Financial Advisors
Coldstream Capital Management
Assetmark
Jane Street
Ellis Investment Partners
Royal Bank of Canada
Cetera Investment Advisers
Commonwealth Equity Services
Kestra Advisory Services
Hills Bank And Trust Company

View all funds holding Ishares Tr