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Ishares Tr shares owned by Beacon Harbor Wealth Advisors

Quarter-by-quarter ownership of Ishares Tr (IBTL) shares owned by Beacon Harbor Wealth Advisors from 13F filings

Historical chart of Beacon Harbor Wealth Advisors investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr by Beacon Harbor Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $19M 906k 20.54

More positions owned by Beacon Harbor Wealth Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Extend Mkt Etf (VXF)
Ishares Tr Ibonds Dec 2031 (IBTL)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Davis Fundamental Etf Tr Select Finl (DFNL)
Invesco Exchange Traded Fd T Aerospace Defn (PPA)
Vanguard World Mega Cap Index (MGC)
Indexiq Etf Tr Hedge Mlti Etf (QAI)
Ishares Gold Tr Ishares New (IAU)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Spdr Ser Tr Portfolio Short (SPSB)
International Business Machines (IBM)
Elf Beauty (ELF)
NVIDIA Corporation (NVDA)
Amphastar Pharmaceuticals (AMPH)

View all positions for Beacon Harbor Wealth Advisors

Top funds holding Ishares Tr

Wells Fargo & Company
Beacon Harbor Wealth Advisors
Krilogy Financial
Snowden Capital Advisors
Bank of America Corporation
UBS Group
Accretive Wealth Partners
Country Club Bank
Royal Bank of Canada
Stifel Financial
HighTower Advisors
Yoder Wealth Management
Flow Traders US
Probity Advisors
Atlantic Private Wealth

View all funds holding Ishares Tr