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Ishares Tr edge invt grde shares owned by Copperleaf Capital

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

Historical chart of Copperleaf Capital 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 Copperleaf Capital 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 Copperleaf Capital

Quarter filed Position value Share count Share price at filing
2025-03-31 $331k 7.3k 45.01
2024-12-31 $1.0M 23k 44.36

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Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Core Equity 1 (DCOR)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
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Ishares Tr S&p 500 Grwt Etf (IVW)
Eos Energy Enterprises Com Cl A (EOSE)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Gold Tr Ishares New (IAU)
Dimensional Etf Trust Intl Core Equity (DFIC)

View all positions for Copperleaf Capital

Top funds holding Ishares Tr edge invt grde

Envestnet Asset Management
LPL Financial
State of New Jersey Common Pension Fund D
Betterment
Fundamentun
Ameriprise Financial
Hennion & Walsh Asset Management
CWM
Mml Investors Services
Resources Investment Advisors
BlackRock
Morgan Stanley
Ameliora Wealth Management
Janney Montgomery Scott
Royal Bank of Canada

View all funds holding Ishares Tr edge invt grde