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Ishares Tr shares owned by Lifeworks Advisors

Quarter-by-quarter ownership of Ishares Tr (LMUB) shares owned by Lifeworks Advisors from 13F filings

Historical chart of Lifeworks Advisors investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by Lifeworks Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Lifeworks Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $371k 7.4k 49.93

More positions owned by Lifeworks Advisors

Spdr Index Shs Fds State Street Spd (SPDW)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Gold Tr Ishares New (IAU)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Mbs Etf (MBB)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Spdr Gold Tr Gold Shs (GLD)
Fidelity Covington Trust Msci Info Tech I (FTEC)
Dell Technologies CL C (DELL)
Ishares S&p Gsci Commodity- Unit Ben Int (GSG)
Seagate Technology Hldngs Pl Ord Shs (STX)
Gilead Sciences (GILD)
Fidelity Covington Trust Msci Indl Indx (FIDU)
Apple (AAPL)

View all positions for Lifeworks Advisors

Top funds holding Ishares Tr

Envestnet Asset Management
LPL Financial
Mml Investors Services
Cetera Investment Advisers
Park Avenue Securities
Envestnet Portfolio Solutions
Sanctuary Advisors
Icon Wealth Advisors
Foundations Investment Advisors
BlackRock
One Wealth Advisors
Jane Street
Resources Investment Advisors
Stifel Financial
Buttonwood Financial Group

View all funds holding Ishares Tr