Icon Wealth Advisors »

Ishares Tr edge invt grde shares owned by Icon Wealth Advisors

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

Historical chart of Icon Wealth Advisors 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 Icon Wealth Advisors 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 Icon Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.5M 33k 46.47
2024-03-31 $151k 3.4k 44.85

More positions owned by Icon Wealth Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Accenture Plc Ireland Shs Class A Stock (ACN)
Ishares Core Total Usd Bond Market Etf Etf (IUSB)
Ishares S&p 500 Growth Etf Etf (IVW)
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF)
Microsoft Corp Stock (MSFT)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Ishares Msci Eafe Value Etf Etf (EFV)
Ishares Msci Eafe Growth Etf Etf (EFG)
Apple Stock (AAPL)
Ishares National Muni Bond Etf Etf (MUB)
Amazon Stock (AMZN)
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)
Exxon Mobil Corp Stock (XOM)
Chevron Corp Stock (CVX)

View all positions for Icon Wealth Advisors

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