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Ishares Tr edge invt grde shares owned by Triad Wealth Partners

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

Historical chart of Triad Wealth Partners 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 Triad Wealth Partners 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 Triad Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.4M 31k 46.47

More positions owned by Triad Wealth Partners

Vanguard Index Fds S&p 500 Etf Shs (VOO)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Ishares Tr S&p 500 Grwt Etf (IVW)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Mbs Etf (MBB)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Eafe Value Etf (EFV)
Microsoft Corporation (MSFT)
Apple (AAPL)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr U.s. Tech Etf (IYW)

View all positions for Triad Wealth Partners

Top funds holding Ishares Tr edge invt grde

Envestnet Asset Management
State of New Jersey Common Pension Fund D
LPL Financial
Hennion & Walsh Asset Management
Fundamentun
CWM
Ameriprise Financial
Citadel Advisors
Bank of America Corporation
Resources Investment Advisors
Waller Financial Planning Group
Ameliora Wealth Management
Parallel Advisors
Betterment
Mml Investors Services

View all funds holding Ishares Tr edge invt grde