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Ishares Tr edge invt grde shares owned by Breakwater Capital Group

Quarter-by-quarter ownership of Ishares Tr edge invt grde (IGEB) shares owned by Breakwater Capital Group from 13F filings

Historical chart of Breakwater Capital Group investment in Ishares Tr edge invt grde

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr edge invt grde held by Breakwater Capital Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr edge invt grde by Breakwater Capital Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.0M 43k 46.47
2024-06-30 $1.1M 25k 44.36

More positions owned by Breakwater Capital Group

Apple (AAPL)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Rus 1000 Val Etf (IWD)
Cambria Etf Tr Shshld Yield Etf (SYLD)
Vanguard World Mega Cap Val Etf (MGV)
Microsoft Corporation (MSFT)
Ishares Tr Faln Angls Usd (FALN)
Ishares Tr Msci Intl Qualty (IQLT)
Blackrock Etf Trust Ii Flexible Income (BINC)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)

View all positions for Breakwater Capital Group

Top funds holding Ishares Tr edge invt grde

Envestnet Asset Management
LPL Financial
State of New Jersey Common Pension Fund D
BlackRock
BlackRock
CWM
Hennion & Walsh Asset Management
Bank of America Corporation
Envestnet Portfolio Solutions
Jpmorgan Chase & Co
Mml Investors Services
Janney Montgomery Scott
Fundamentun
Cetera Investment Advisers
Ameliora Wealth Management

View all funds holding Ishares Tr edge invt grde