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Ishares Tr cmn shares owned by Aj Wealth Strategies

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

Historical chart of Aj Wealth Strategies investment in Ishares Tr cmn

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr cmn by Aj Wealth Strategies

Quarter filed Position value Share count Share price at filing
2023-06-30 $34M 347k 97.11
2023-03-31 $34M 348k 98.74
2022-12-31 $34M 357k 96.49
2022-09-30 $1.3M 14k 96.10

More positions owned by Aj Wealth Strategies

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Wisdomtree Tr Floatng Rat Trea (USFR)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Spdr Ser Tr Bloomberg 3-12 M (BILS)
Ishares Tr Core Us Aggbd Et (AGG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr National Mun Etf (MUB)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Aj Wealth Strategies

Top funds holding Ishares Tr cmn

BlackRock
Modera Wealth Management
BlackRock
Comprehensive Portfolio Management
LPL Financial
Morgan Stanley
Bank of America Corporation
Modern Wealth Management
Partners Capital Investment Group
Wealthcare Advisory Partners
O'shaughnessy Asset Management
Financeware
State Street Corporation
AlTi Global
YCMNET Advisors

View all funds holding Ishares Tr cmn