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Ishares Tr edge invt grde shares owned by MA Private Wealth

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

Historical chart of MA Private Wealth 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 MA Private Wealth 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 MA Private Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.1M 23k 46.47
2024-06-30 $1.0M 23k 44.36

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Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
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Vanguard World Mega Cap Index (MGC)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)
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Ishares Tr Msci Usa Min Vol (USMV)
Vanguard Bd Index Fds Intermed Term (BIV)

View all positions for MA Private Wealth

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