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Ishares Tr shares owned by Shelton Wealth Management

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

Historical chart of Shelton Wealth Management investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr by Shelton Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $10M 496k 20.40

More positions owned by Shelton Wealth Management

First Tr Exchange-traded First Tr Enh New (FTSM)
Ishares Tr Ibonds 27 Trm Ts (IBTH)
Ishares Tr Ibonds 28 Trm Ts (IBTI)
Ishares Tr Ibonds 29 Trm Ts (IBTJ)
Ishares Tr Ibond Dec 2030 (IBTK)
Ishares Tr Ibonds Dec 2031 (IBTL)
Ishares Tr Rus Mid Cap Etf (IWR)
Ishares Tr Rus 1000 Etf (IWB)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Msci Emrg Chn (EMXC)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
NVIDIA Corporation Call Option (NVDA)

View all positions for Shelton Wealth Management

Top funds holding Ishares Tr

Wells Fargo & Company
TRUE Private Wealth Advisors
Confluence Investment Management
Titleist Asset Management
Envestnet Asset Management
Bank of America Corporation
Morgan Stanley
Krilogy Financial
Ameriprise Financial
Goss Wealth Management
Park Avenue Securities
Probity Advisors
Shelton Wealth Management
Legacy Private Trust
Snowden Capital Advisors

View all funds holding Ishares Tr