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Ishares Tr cmn shares owned by Breakwater Investment Management

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

Historical chart of Breakwater Investment Management investment in Ishares Tr cmn

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr cmn by Breakwater Investment Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $1.1M 11k 99.49
2024-03-31 $1.1M 11k 99.43

More positions owned by Breakwater Investment Management

Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Microsoft Corporation (MSFT)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard World Mega Grwth Ind (MGK)
Schwab Strategic Tr Us Dividend Eq (SCHD)

View all positions for Breakwater Investment Management

Top funds holding Ishares Tr cmn

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

View all funds holding Ishares Tr cmn