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Ishares Tr shares owned by Maimon Wealth Management

Quarter-by-quarter ownership of Ishares Tr (LRGF) shares owned by Maimon Wealth Management from 13F filings

Historical chart of Maimon Wealth Management investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr by Maimon Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.8M 28k 64.13
2025-12-31 $1.5M 21k 69.43

More positions owned by Maimon Wealth Management

Ishares U S Etf Tr Short Duration B (NEAR)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Intrm Gov Cr Etf (GVI)
Ishares Tr Ultra Short Dur (ICSH)
Pimco Etf Tr Active Bd Etf (BOND)
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Stryker Corporation (SYK)
American Centy Etf Tr Avantis Shfxdinc (AVSF)
Ishares Tr Core Msci Eafe (IEFA)
American Centy Etf Tr Us Eqt Etf (AVUS)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Ishares Tr Msci Usa Qlt Fct (QUAL)

View all positions for Maimon Wealth Management

Top funds holding Ishares Tr

Alan Leist III
Halbert Hargrove Global Advisors
SigFig Wealth Management
Wells Fargo & Company
Tolleson Wealth Management
Plan
Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Ullmann Financial
Bsc Private Wealth Management
Kestra Investment Management
Modern Wealth Management
Atomi Financial Group
Cardinal Point Capital Management, ULC
Ameriprise Financial
Integrated Wealth Concepts

View all funds holding Ishares Tr