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Ishares Tr shares owned by Moulton Wealth Management

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

Historical chart of Moulton Wealth Management investment in Ishares Tr

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

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Quarterly reported holdings in Ishares Tr by Moulton Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $272k 12k 22.88

More positions owned by Moulton Wealth Management

Ishares Tr TRS FLT RT BD (TFLO)
Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Proshares Tr Short S&p 500 Ne (SH)
Spdr Series Trust State Street Spd (SPYM)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Series Trust State Street Spd (SJNK)
Schwab Strategic Tr Government Money (SGVT)
Goldman Sachs Physical Gold Unit (AAAU)
Ssga Active Etf Tr State Street Bla (SRLN)
Vaneck Etf Trust Gold Miners Etf (GDX)
Proshares Tr Ii Ultrashort Gold (GLL)
Proshares Tr Ultrapro Short S (SPXU)
Spdr Series Trust State Street Spd (ROKT)
Spdr Gold Tr Gold Shs (GLD)

View all positions for Moulton Wealth Management

Top funds holding Ishares Tr

Krilogy Financial
UBS Group
Parcion Private Wealth
Morgan Stanley
Confluence Investment Management
Janney Montgomery Scott
Raymond James Financial
D.A. Davidson & Co.
Branch Banking & Trust Company
Snowden Capital Advisors
Envestnet Asset Management
Wells Fargo & Company
Legacy Private Trust
Probity Advisors
United Capital Financial Advisers

View all funds holding Ishares Tr