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Ishares Tr cmn shares owned by BWM Planning

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

Historical chart of BWM Planning investment in Ishares Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr cmn held by BWM Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr cmn by BWM Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $598k 5.8k 103.36
2025-06-30 $249k 2.4k 102.92
2025-03-31 $236k 2.3k 103.45
2024-12-31 $240k 2.4k 100.59
2024-09-30 $779k 7.7k 101.32

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Ea Series Trust Alpha Architect (HIDE)
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View all positions for BWM Planning

Top funds holding Ishares Tr cmn

BlackRock
Betterment
LPL Financial
Envestnet Asset Management
FMR
Comprehensive Portfolio Management
Modera Wealth Management
Morgan Stanley
Jpmorgan Chase & Co
3EDGE Asset Management
O'shaughnessy Asset Management
Wealthcare Advisory Partners
Dynasty Wealth Management
Quotient Wealth Partners
Partners Capital Investment Group

View all funds holding Ishares Tr cmn