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Ishares Tr shares owned by MBL Wealth

Quarter-by-quarter ownership of Ishares Tr (IBTK) 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 $8.4M 440k 18.99

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

Wells Fargo & Company
Mercer Global Advisors
Bank of America Corporation
Financial Advisory Corp
Envestnet Asset Management
BlackRock
United Capital Financial Advisers
Hm Payson & Co
Mml Investors Services
Titleist Asset Management
D.A. Davidson & Co.
Journey Advisory Group
Ameriprise Financial
MKT Advisors
Wealth Management Strategies

View all funds holding Ishares Tr