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Ishares Tr shares owned by Wealth Management Strategies

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

Historical chart of Wealth Management Strategies investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr by Wealth Management Strategies

Quarter filed Position value Share count Share price at filing
2026-06-30 $403k 20k 20.19

More positions owned by Wealth Management Strategies

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Ibond Dec 2030 (IBTK)
Ishares Tr Ibonds 27 Trm Ts (IBTH)
Ishares Tr Ibonds 29 Trm Ts (IBTJ)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Ibonds 26 Trm Ts (IBTG)
Ishares Tr Ibonds 28 Trm Ts (IBTI)
Dimensional Etf Trust Us Sustainabilty (DFSU)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Apple (AAPL)
Dimensional Etf Trust Us High Prof Etf (DUHP)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Wealth Management Strategies

Top funds holding Ishares Tr

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

View all funds holding Ishares Tr