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Ishares Tr shares owned by AllSquare Wealth Management

Quarter-by-quarter ownership of Ishares Tr (IBTK) shares owned by AllSquare Wealth Management from 13F filings

Historical chart of AllSquare Wealth Management investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr by AllSquare Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $135k 7.0k 19.28
2024-03-31 $136k 7.0k 19.42

More positions owned by AllSquare Wealth Management

Vanguard Total Stk Mkt Etf (VTI)
Vanguard Short Term Corp Bond Fd Etf Etf (VCSH)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Total International Bond Etf Etf (BNDX)
Rydex Etf Trust S&p Smallcap 600 Pure Va Etf (RZV)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Aam Low Duration Preferred And Income Securities Etf Etf (PFLD)
First Trust Global Tactical Commodity Strategy Fund Etf (FTGC)
Apple Stock (AAPL)
Microsoft Stock (MSFT)
Schwab International Equity Etf Etf (SCHF)
Schwab Emerging Market Eq Etf Etf (SCHE)
Google Stock (GOOGL)
Vanguard Total World Stock Etf Etf (VT)
Jpmorgan Ultra-short Income Etf Etf (JPST)

View all positions for AllSquare Wealth Management

Top funds holding Ishares Tr

Wells Fargo & Company
Atwood & Palmer
Bank of America Corporation
Waycross Investment Management
Envestnet Asset Management
Confluence Investment Management
Raymond James & Associates
Legacy Private Trust
Krilogy Financial
Probity Advisors
Trust
Royal Bank of Canada
Cetera Investment Advisers
Stockman Asset Management
LPL Financial

View all funds holding Ishares Tr