Dynasty Wealth Management »

Ishares Tr edge invt grde shares owned by Dynasty Wealth Management

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

Historical chart of Dynasty Wealth Management 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 Dynasty Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr edge invt grde by Dynasty Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.6M 37k 44.36
2024-09-30 $1.6M 61k 25.88
2024-06-30 $1.6M 37k 44.36

More positions owned by Dynasty Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Trimtabs Etf Tr Fcf Us Qlty Etf
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Core Us Aggbd Et (AGG)
Fidelity Covington Trust Blue Chip Grwth (FBCG)
Ishares Tr Core Msci Eafe (IEFA)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr U.s. Tech Etf (IYW)
Tcw Transform Etf Trust Transform System (NETZ)
Ishares Tr Mbs Etf (MBB)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr Hdg Msci Eafe (HEFA)
Ishares Core Msci Emkt (IEMG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)

View all positions for Dynasty Wealth Management

Top funds holding Ishares Tr edge invt grde

Envestnet Asset Management
State of New Jersey Common Pension Fund D
LPL Financial
Hennion & Walsh Asset Management
Fundamentun
CWM
Ameriprise Financial
Citadel Advisors
Bank of America Corporation
Resources Investment Advisors
Waller Financial Planning Group
Ameliora Wealth Management
Parallel Advisors
Betterment
Mml Investors Services

View all funds holding Ishares Tr edge invt grde