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Ishares Tr cmn shares owned by Calton & Associates

Quarter-by-quarter ownership of Ishares Tr cmn (STIP) shares owned by Calton & Associates from 13F filings

Historical chart of Calton & Associates investment in Ishares Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr cmn held by Calton & Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr cmn by Calton & Associates

Quarter filed Position value Share count Share price at filing
2023-06-30 $1.4M 15k 97.60
2023-03-31 $2.2M 23k 99.23
2022-12-31 $2.3M 24k 96.96
2022-09-30 $1.0M 11k 96.07
2018-12-31 $365k 3.7k 97.93
2017-12-31 $16k 169 94.67

More positions owned by Calton & Associates

Invesco Qqq Tr Unit Ser 1 (QQQ)
Northern Lts Fd Tr Ii Peakshares Secto (PSTR)
Spdr Series Trust Portfolio S&p500 (SPLG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Fidelity Covington Trust High Divid Etf (FDVV)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Vanguard World Financials Etf (VFH)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Invesco Actively Managed Exc Var Rate Invt (VRIG)
Vanguard Index Fds Growth Etf (VUG)
NVIDIA Corporation (NVDA)
Select Sector Spdr Tr Technology (XLK)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Vanguard World Mega Cap Index (MGC)

View all positions for Calton & Associates

Top funds holding Ishares Tr cmn

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

View all funds holding Ishares Tr cmn