HB Wealth Management »

Ishares U S Etf Tr shr mat mu etf shares owned by HB Wealth Management

Quarter-by-quarter ownership of Ishares U S Etf Tr shr mat mu etf (MEAR) shares owned by HB Wealth Management from 13F filings

Historical chart of HB Wealth Management investment in Ishares U S Etf Tr shr mat mu etf

Tip: Access up to 7 years of quarterly data

All positions including Ishares U S Etf Tr shr mat mu etf held by HB Wealth Management 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 U S Etf Tr shr mat mu etf by HB Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $483k 9.6k 50.38
2026-03-31 $326k 6.5k 50.34

More positions owned by HB Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Specialized Funds Div App Etf (VIG)
American Centy Etf Tr Us Eqt Etf (AVUS)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Apple (AAPL)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Series Trust ST STR P500GRW (SPYG)
Gmo Etf Trust Us Quality Etf (QLTY)
Home Depot (HD)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)

View all positions for HB Wealth Management

Top funds holding Ishares U S Etf Tr shr mat mu etf

Morgan Stanley
Rockwood Wealth Management
Resonant Capital Advisors
Bank of America Corporation
Captrust Financial Advisors
LPL Financial
Integrated Wealth Concepts
Foster Group
Cetera Investment Advisers
Rockefeller Capital Management
Ullmann Financial
Jpmorgan Chase & Co
Advisor Group Holdings
Equitable Holdings
Smart Money Group

View all funds holding Ishares U S Etf Tr shr mat mu etf