Insight Wealth Partners »

Ishares Tr shares owned by Insight Wealth Partners

Quarter-by-quarter ownership of Ishares Tr (LQDB) shares owned by Insight Wealth Partners from 13F filings

Historical chart of Insight Wealth Partners investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by Insight Wealth Partners 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 Tr by Insight Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.3M 26k 87.96
2025-06-30 $2.2M 26k 86.80
2024-12-31 $2.2M 26k 84.92
2024-09-30 $2.2M 25k 88.51

More positions owned by Insight Wealth Partners

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Direxion Shs Etf Tr Drx S&p500bull (SPXL)
Ishares Tr Iboxx Inv Cp Etf (LQD)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Gold Tr Ishares New (IAU)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Ishares Tr Tips Bd Etf (TIP)
Victory Portfolios Ii Core Intermediat (UITB)
Invesco Actively Managed Exc Total Return (GTO)
NVIDIA Corporation (NVDA)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Ishares Tr Faln Angls Usd (FALN)
Principal Exchange Traded Prnc Invt Grad (IG)

View all positions for Insight Wealth Partners

Top funds holding Ishares Tr

BlackRock
Bank of New York Mellon
Insight Wealth Partners
Citadel Advisors
Jane Street
Integrated Wealth Concepts
Harbour Investments
UBS Group
Advisor Group Holdings
Cornerstone Planning Group
Morgan Stanley

View all funds holding Ishares Tr