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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

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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
2025-03-31 $416k 16k 26.29

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)
Ishares Tr Us Treas Bd Etf (GOVT)
Spdr Gold Tr Gold Shs (GLD)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Small Cp Etf (VB)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Ishares Tr Msci Eafe Etf (EFA)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Apple (AAPL)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Mbs Etf (MBB)

View all positions for Coordinated Financial Services

Top funds holding Ishares Tr

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

View all funds holding Ishares Tr