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Ishares Tr cmn shares owned by Able Wealth Management

Quarter-by-quarter ownership of Ishares Tr cmn (STIP) shares owned by Able Wealth Management from 13F filings

Historical chart of Able Wealth Management investment in Ishares Tr cmn

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr cmn by Able Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $291k 2.9k 102.14
2024-06-30 $291k 2.9k 99.52
2024-03-31 $490k 4.9k 99.44
2023-12-31 $521k 5.3k 98.58

More positions owned by Able Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Trust Ishare 0-1 (SHV)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Spdr Series Trust ST STR P500GRW (SPYG)
Blackrock Etf Trust Isha In Ctry Etf (CORO)
Putnam Etf Trust Focused Lar Cap (PVAL)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Ishares Tr Msci Acwi Etf (ACWI)
Blackrock Etf Trust Isha I In Te Etf (BAI)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Ishares Tr Eafe Value Etf (EFV)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Neos Etf Trust Neos Enh Inc 1-3 (CSHI)
Ishares Tr Msci Usa Min Etf (USMV)
Angel Oak Funds Trust Oak Ultrashort (UYLD)

View all positions for Able Wealth Management

Top funds holding Ishares Tr cmn

BlackRock
Betterment
LPL Financial
Modera Wealth Management
Comprehensive Portfolio Management
Envestnet Asset Management
Coldstream Capital Management
Morgan Stanley
Bank of America Corporation
Adventist Health System Sunbelt Healthcare Corp
Cetera Investment Advisers
Wealthcare Advisory Partners
O'shaughnessy Asset Management
Farther Finance Advisors
Ameriprise Financial

View all funds holding Ishares Tr cmn