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Ishares Tr edge invt grde shares owned by Shared Vision Wealth Group

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

Historical chart of Shared Vision Wealth Group 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 Shared Vision Wealth Group 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 Shared Vision Wealth Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.6M 56k 46.47
2024-06-30 $2.2M 49k 44.36
2024-03-31 $237k 5.3k 44.85

More positions owned by Shared Vision Wealth Group

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Mbs Etf (MBB)
Ishares Tr S&p 500 Grwt Etf (IVW)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
Blackrock Etf Trust Ii Flexible Income (BINC)
Ishares Tr S&p 500 Val Etf (IVE)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Broadcom (AVGO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr U.s. Tech Etf (IYW)

View all positions for Shared Vision Wealth Group

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