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Ishares Tr edge invt grde shares owned by Liberty Square Wealth Partners

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

Historical chart of Liberty Square Wealth 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 Liberty Square Wealth 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 Liberty Square Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-06-30 $218k 4.8k 45.44
2025-03-31 $216k 4.8k 45.01
2024-12-31 $215k 4.8k 44.72

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Spdr Series Trust Portfolio S&p500 (SPLG)
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Ishares Tr Msci Intl Qualty (IQLT)
Schwab Strategic Tr Us Dividend Eq (SCHD)
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Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
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Vanguard Index Fds Small Cp Etf (VB)
Schwab Strategic Tr Fundamental Us S (FNDA)
Trust For Professional Man Convergence Lng (CLSE)

View all positions for Liberty Square Wealth 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