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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
2024-12-31 $1.2M 28k 44.40
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 Ishares Us Equit (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 S&p 500 Val Etf (IVE)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Msci Emrg Chn (EMXC)
Ishares Core Msci Emkt (IEMG)

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
Hennion & Walsh Asset Management
BlackRock
CWM
Ameriprise Financial
Bank of America Corporation
Fundamentun
Envestnet Portfolio Solutions
Jpmorgan Chase & Co
Mml Investors Services
IHT Wealth Management
Cetera Investment Advisers
Waller Financial Planning Group

View all funds holding Ishares Tr edge invt grde