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Ishares Tr edge invt grde shares owned by HPM Partners

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

Historical chart of HPM Partners 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 HPM Partners 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 HPM Partners

Quarter filed Position value Share count Share price at filing
2025-06-30 $391k 8.6k 45.44
2025-03-31 $857k 19k 45.01
2024-12-31 $876k 20k 44.36

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Spdr S&p 500 Etf (SPY)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Etf (IEFA)
Amazon Stock (AMZN)
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Alphabet Stock (GOOGL)
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View all positions for HPM Partners

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