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Ishares Tr shares owned by TSA Wealth Managment

Quarter-by-quarter ownership of Ishares Tr (LMUB) shares owned by TSA Wealth Managment from 13F filings

Historical chart of TSA Wealth Managment investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by TSA Wealth Managment consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by TSA Wealth Managment

Quarter filed Position value Share count Share price at filing
2026-03-31 $844k 17k 49.93

More positions owned by TSA Wealth Managment

Spdr Series Trust State Street Spd (SPYM)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Blackrock Etf Trust Ishares Intl Ctr (CORO)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Core Univrsl Usd (IUSB)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Mbs Etf (MBB)
Ishares Tr Eafe Value Etf (EFV)
Ishares Core Msci Emkt (IEMG)
Blackrock Etf Trust Ishares Us Thema (THRO)

View all positions for TSA Wealth Managment

Top funds holding Ishares Tr

Envestnet Asset Management
LPL Financial
Morgan Stanley
Mml Investors Services
Cetera Investment Advisers
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