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Ishares U S Etf Tr shr mat mu etf shares owned by Ullmann Financial

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

Historical chart of Ullmann Financial 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 Ullmann Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares U S Etf Tr shr mat mu etf by Ullmann Financial

Quarter filed Position value Share count Share price at filing
2023-12-31 $16M 323k 49.99
2023-09-30 $11M 221k 49.81
2023-06-30 $2.6M 53k 49.89

More positions owned by Ullmann Financial

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr U S Equity Factr (LRGF)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Ishares Tr Us Sml Cap Eqt (SMLF)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Emng Mkts Eqt (EMGF)
Ishares U S Etf Tr Blackrock Short (MEAR)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)

View all positions for Ullmann Financial

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

Bank of America Corporation
Rockwood Wealth Management
Resonant Capital Advisors
Foster Group
Ullmann Financial
Jpmorgan Chase & Co
Portfolio Design Labs
Quotient Wealth Partners
Colony
Smart Money Group
CWM
Pine Harbor Wealth Management
Advisor Group Holdings
HighTower Advisors
Integrated Investment Consultants

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