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Ishares Tr cmn shares owned by BIP Wealth

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

Historical chart of BIP Wealth investment in Ishares Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr cmn 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 cmn by BIP Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $11M 104k 101.32
2024-06-30 $8.8M 88k 99.49
2024-03-31 $9.3M 93k 99.43
2023-12-31 $8.1M 83k 98.59
2023-09-30 $7.1M 73k 96.92
2023-06-30 $6.4M 66k 97.60
2023-03-31 $4.7M 48k 99.19

More positions owned by BIP Wealth

Wisdomtree Floating Rate Uie (USFR)
Spdr S&p 500 Etf Uie (SPY)
Ishares Treasury Floating Ra TRS FLT RT BD (TFLO)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Value Etf (VTV)
Ishares Msci Eafe Etf Msci Eafe Etf (EFA)
Vanguard Ftse All World Uie (VEU)
Vanguard Intl Equity Fds Tt Wrld St Etf (VT)
Spdr Portfolio S&p 500 Prtflo S&p500 Vl (SPYV)
Ishares Russell 2000 Uie (IWM)
Spdr Ssga Ultra Short Uie (ULST)
Wisdomtree International Intl Smcap Div (DLS)
Spdr Portfolio Short Term Portfolio Short (SPSB)
Spdr Portfolio S P 1500 Uie (SPTM)
Wisdomtree International Intl Lrgcap Dv (DOL)

View all positions for BIP Wealth

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