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Ishares Tr edge invt grde shares owned by Paragon Wealth Strategies

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

Historical chart of Paragon Wealth Strategies 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 Paragon Wealth Strategies 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 Paragon Wealth Strategies

Quarter filed Position value Share count Share price at filing
2023-12-31 $12M 263k 45.25
2023-09-30 $11M 262k 42.41
2023-06-30 $15M 340k 44.19
2023-03-31 $23M 509k 44.71
2022-12-31 $22M 504k 43.31

More positions owned by Paragon Wealth Strategies

Vanguard S&p 500 Etf Etf (VOO)
Dimensional International Value Etf Etf (DFIV)
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)
Ishares Russell 1000 Growth Etf Etf (IWF)
Powershares Qqq Tr Etf (QQQ)
Pacer Us Small Cap Cash Cows 100 Etf Etf (CALF)
Dimensional Us High Profitability Etf Etf (DUHP)
Dimensional Us Marketwide Value Etf Etf (DFUV)
Neos Etf Trust Etf (CSHI)
Ishares Investment Grade Bond Factor Etf Etf (IGEB)
Ishares 20 Yr Treasury Etf Etf (TLT)
Apple Stock (AAPL)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Microsoft Stock (MSFT)
Berkshire Hathaway Inc Del Cl A Stock (BRK.A)

View all positions for Paragon Wealth Strategies

Top funds holding Ishares Tr edge invt grde

CWM
Hennion & Walsh Asset Management
Waller Financial Planning Group
Bank of America Corporation
Cambridge Investment Research Advisors
Ameliora Wealth Management
Fundamentun
United Capital Financial Advisers
Paragon Wealth Strategies
Private Advisor
McGlone Suttner Wealth Management
DORVAL Corp
Betterment
Goldman Sachs Group
Stifel Financial

View all funds holding Ishares Tr edge invt grde