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Ishares Tr cmn shares owned by Birch Financial Group

Quarter-by-quarter ownership of Ishares Tr cmn (STIP) shares owned by Birch Financial Group from 13F filings

Historical chart of Birch Financial Group investment in Ishares Tr cmn

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All positions including Ishares Tr cmn held by Birch Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr cmn by Birch Financial Group

Quarter filed Position value Share count Share price at filing
2026-09-30 $115k 1.2k 99.73
2025-03-31 $281k 2.7k 103.49
2024-12-31 $560k 5.6k 100.61

More positions owned by Birch Financial Group

American Express Company M (AXP)
Vanguard S&p 500 Etf P 500 Etf Shs (VOO)
Berkshire Hathaway A (BRK.A)
Apple Inc. - M (AAPL)
Vanguard FTSE Developed Markets ETF N Ftse Dev Mkt (VEA)
Microsoft Corporation - M (MSFT)
Ameriprise Financial M (AMP)
Ishares Core S&p Small-cap Etf Re S&p Scp Etf (IJR)
Berkshire Hathaway Class Class B B New (BRK.B)
Phillips 66 M (PSX)
General Dynamics Corporation M (GD)
Home Depot M (HD)
Johnson & Johnson M (JNJ)
Goldman Sachs Group M (GS)
Amazon.com, Inc. - M (AMZN)

View all positions for Birch Financial Group

Top funds holding Ishares Tr cmn

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

View all funds holding Ishares Tr cmn