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Ishares Tr shares owned by Coordinated Financial Services

Quarter-by-quarter ownership of Ishares Tr (LQDW) shares owned by Coordinated Financial Services from 13F filings

Historical chart of Coordinated Financial Services investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by Coordinated Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Coordinated Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $259k 10k 25.27
2025-06-30 $391k 15k 25.52
2024-12-31 $415k 16k 26.27

More positions owned by Coordinated Financial Services

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Index Fds Small Cp Etf (VB)
Schwab Strategic Tr Us Dividend Eq (SCHD)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Ishares Tr Us Treas Bd Etf (GOVT)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
NVIDIA Corporation (NVDA)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Vanguard Whitehall Fds High Div Yld (VYM)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Coordinated Financial Services

Top funds holding Ishares Tr

Prime Capital Investment Advisors
Raymond James Financial
Commonwealth Equity Services
LPL Financial
Wealth Enhancement Advisory Services
Stifel Financial
Private Advisor
Napa Wealth Management
Golden State Equity Partners
Advisor Group Holdings
SeaCrest Wealth Management
Prosperity Consulting Group
Branch Banking & Trust Company
Dover Advisors
BlackRock

View all funds holding Ishares Tr