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Ishares Us Etf Tr cmn shares owned by SimpliFi

Quarter-by-quarter ownership of Ishares Us Etf Tr cmn (LQDI) shares owned by SimpliFi from 13F filings

Historical chart of SimpliFi investment in Ishares Us Etf Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Ishares Us Etf Tr cmn held by SimpliFi consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Us Etf Tr cmn by SimpliFi

Quarter filed Position value Share count Share price at filing
2025-09-30 $40M 1.5M 26.91
2025-06-30 $38M 1.4M 26.33
2025-03-31 $38M 1.4M 26.19
2021-12-31 $12M 401k 30.59

More positions owned by SimpliFi

Ishares U S Etf Tr Inflation Hedg (LQDI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Pimco Etf Tr Active Bd Etf (BOND)
Ishares Tr Russell 2000 Etf (IWM)
Vanguard Specialized Funds Div App Etf (VIG)
Spdr Series Trust Portfolio Short (SPSB)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Index Fds Value Etf (VTV)
Blackrock Etf Trust Ishares Us Thema (THRO)
Graniteshares Etf Tr Hips Us High Inc (HIPS)
Wisdomtree Tr Em Mkts Qtly Div (DGRE)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Malvern Fds Strm Infproidx (VTIP)

View all positions for SimpliFi

Top funds holding Ishares Us Etf Tr cmn

SimpliFi
LPL Financial
Envestnet Asset Management
Mml Investors Services
H D Vest Advisory Services
Cetera Investment Advisers
Goss Wealth Management
Jane Street
Cambridge Investment Research Advisors
Citadel Advisors
Kestra Advisory Services
Susquehanna International
ABLE Financial Group
Advisor Group Holdings
Harbour Investments

View all funds holding Ishares Us Etf Tr cmn