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Ishares Tr edge invt grde shares owned by Synergy Financial Management

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

Historical chart of Synergy Financial Management 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 Synergy Financial Management 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 Synergy Financial Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $399k 8.9k 44.85

More positions owned by Synergy Financial Management

Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Microsoft Corporation (MSFT)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Coca-Cola Company (KO)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Meta Platforms Cl A (META)
Alphabet Cap Stk Cl A (GOOGL)
Johnson & Johnson (JNJ)
UnitedHealth (UNH)
Schlumberger Com Stk (SLB)
ResMed (RMD)
Arch Cap Group Ord (ACGL)
Intercontinental Exchange (ICE)

View all positions for Synergy Financial Management

Top funds holding Ishares Tr edge invt grde

CWM
Hennion & Walsh Asset Management
State of New Jersey Common Pension Fund D
Waller Financial Planning Group
Bank of America Corporation
Janney Montgomery Scott
Cambridge Investment Research Advisors
Ameliora Wealth Management
Fundamentun
United Capital Financial Advisers
Paragon Wealth Strategies
Private Advisor
McGlone Suttner Wealth Management
DORVAL Corp
Betterment

View all funds holding Ishares Tr edge invt grde