TFB Advisors »

iShares Morningstar Large Core Idx shares owned by TFB Advisors

Quarter-by-quarter ownership of iShares Morningstar Large Core Idx (ILCB) shares owned by TFB Advisors from 13F filings

Historical chart of TFB Advisors investment in iShares Morningstar Large Core Idx

Tip: Access up to 7 years of quarterly data

All positions including iShares Morningstar Large Core Idx held by TFB Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Morningstar Large Core Idx by TFB Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $407k 4.4k 91.90
2025-06-30 $357k 4.2k 85.77
2025-03-31 $321k 4.1k 77.25
2024-12-31 $340k 4.2k 81.16
2024-09-30 $331k 4.2k 79.23
2024-06-30 $314k 4.2k 75.17
2024-03-31 $290k 4.2k 69.23
2023-12-31 $305k 4.6k 65.76
2023-06-30 $305k 5.0k 61.08

More positions owned by TFB Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard World Mega Grwth Ind (MGK)
NVIDIA Corporation (NVDA)
Vanguard World Mega Cap Val Etf (MGV)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Specialized Funds Div App Etf (VIG)
Proshares Tr Pshs Ult S&p 500 (SSO)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Apple (AAPL)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Microsoft Corporation (MSFT)

View all positions for TFB Advisors

Top funds holding iShares Morningstar Large Core Idx

Morgan Stanley
Ameriprise Financial
Exchange Traded Concepts
Equitable Holdings
Advisor Group Holdings
LPL Financial
Cetera Investment Advisers
Wealth Enhancement Advisory Services
Jpmorgan Chase & Co
H D Vest Advisory Services
Commonwealth Equity Services
UBS Group
Wealth Forward
CI Private Wealth
Gladstone Institutional Advisory

View all funds holding iShares Morningstar Large Core Idx