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iShares Morningstar Mid Core Index shares owned by LBA Wealth Management

Quarter-by-quarter ownership of iShares Morningstar Mid Core Index (IMCB) shares owned by LBA Wealth Management from 13F filings

Historical chart of LBA Wealth Management investment in iShares Morningstar Mid Core Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Morningstar Mid Core Index held by LBA Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Morningstar Mid Core Index by LBA Wealth Management

Quarter filed Position value Share count Share price at filing
2017-03-31 $17k 103 165.05
2016-12-31 $16k 103 155.34
2016-09-30 $16k 103 155.34

More positions owned by LBA Wealth Management

Vanguard Total Bond Market ETF (BND)
SPDR S&P MidCap 400 ETF (MDY)
Vanguard Short Term Corporate Bond ETF (VCSH)
iShares S&P MidCap 400 Index (IJH)
Vanguard Emerging Markets ETF (VWO)
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB)
Ishares Core Msci Eafe Etf core msci eafe (IEFA)
Nuveen Barclays Shrt Term Muni bdfund (SHM)
iShares Lehman Aggregate Bond (AGG)
iShares MSCI EAFE Index Fund (EFA)
Apple (AAPL)
iShares S&P 500 Index (IVV)
Spdr S&p 500 Etf (SPY)
JPMorgan Chase & Co. (JPM)
Microsoft Corporation (MSFT)

View all positions for LBA Wealth Management

Top funds holding iShares Morningstar Mid Core Index

UBS Group
Commonwealth Equity Services
Raymond James & Associates
Raymond James Financial Services Advisors
Matrix Trust
Steele Capital Management
Means Investment
Bank of America Corporation
Woodard & Co Asset Management Group
Wells Fargo & Company
Pacific Financial Group
Advisor Group Holdings
H D Vest Advisory Services
Sunburst Financial Group
Gladstone Institutional Advisory

View all funds holding iShares Morningstar Mid Core Index