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Ishares Tr shares owned by Golden State Wealth Management

Quarter-by-quarter ownership of Ishares Tr (LMUB) shares owned by Golden State Wealth Management from 13F filings

Historical chart of Golden State Wealth Management investment in Ishares Tr

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All positions including Ishares Tr held by Golden State Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Golden State Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $7.0k 141 49.93

More positions owned by Golden State Wealth Management

Ishares Core MF Closed and MF Open (IVV)
State Street MF Closed and MF Open (SPY)
Apple Common Stock (AAPL)
Ishares Core MF Closed and MF Open (AGG)
First Trust MF Closed and MF Open (FVD)
Nvidia Corp Common Stock (NVDA)
Alphabet Common Stock (GOOGL)
Amazon Common Stock (AMZN)
Invesco Qqq MF Closed and MF Open (QQQ)
Harbor Long MF Closed and MF Open (WINN)
American Century MF Closed and MF Open (QGRO)
Principal Us MF Closed and MF Open (USMC)
First Trust MF Closed and MF Open (RDVY)
State Street MF Closed and MF Open (SPAB)
First Trust MF Closed and MF Open (SDVY)

View all positions for Golden State Wealth Management

Top funds holding Ishares Tr

Envestnet Asset Management
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Park Avenue Securities
Envestnet Portfolio Solutions
KM Capital Management
Sanctuary Advisors
Icon Wealth Advisors
Foundations Investment Advisors
BlackRock
One Wealth Advisors
Jane Street
Resources Investment Advisors

View all funds holding Ishares Tr