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Ishares Tr shares owned by BIP Wealth

Quarter-by-quarter ownership of Ishares Tr (SMAX) shares owned by BIP Wealth from 13F filings

Historical chart of BIP Wealth investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr by BIP Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $4.4M 165k 26.96

More positions owned by BIP Wealth

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Wisdomtree Tr Floatng Rat Trea (USFR)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr TRS FLT RT BD (TFLO)
Ishares Tr Msci Eafe Etf (EFA)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Spdr Series Trust State Street Spd (SPSB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Muni Bnd Tax Exempt Etf Uie (VTEB)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Total Bond Market Etf Uie (BND)

View all positions for BIP Wealth

Top funds holding Ishares Tr

J. L. Bainbridge & Co
Client First Capital
BIP Wealth
Strategic Blueprint
FC Advisory
Grantvest Financial Group
Amplius Wealth Advisors
Crewe Advisors
Jim Saulnier & Associates
Goldman Sachs Group
Citadel Advisors
Crown Wealth Group
Commonwealth Equity Services
Old Mission Capital
Envestnet Asset Management

View all funds holding Ishares Tr