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Ishares Tr edge invt grde shares owned by SWMG

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

Historical chart of SWMG 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 SWMG 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 SWMG

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.1M 25k 44.82
2024-06-30 $1.0M 23k 44.36
2024-03-31 $1.3M 28k 44.85

More positions owned by SWMG

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Ser Tr Portfolio Short (SPSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Core Msci Total (IXUS)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Core Msci Emkt (IEMG)
Ishares Msci Emrg Chn (EMXC)

View all positions for SWMG

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