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Ishares Tr cmn shares owned by Comprehensive Portfolio Management

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

Historical chart of Comprehensive Portfolio Management investment in Ishares Tr cmn

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr cmn by Comprehensive Portfolio Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $137M 1.4M 99.43
2023-12-31 $124M 1.3M 98.59
2023-09-30 $110M 1.1M 96.92
2023-06-30 $103M 1.1M 97.60
2023-03-31 $99M 995k 99.23
2022-12-31 $60M 620k 96.96
2022-09-30 $57M 589k 96.11
2022-06-30 $61M 605k 101.43

More positions owned by Comprehensive Portfolio Management

Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core Msci Eafe (IEFA)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Apple (AAPL)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Wellington Us Momentum (VFMO)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Intl Small Cap V (DISV)
Amazon (AMZN)

View all positions for Comprehensive Portfolio Management

Top funds holding Ishares Tr cmn

Norden Group
Betterment
Bank of America Corporation
Financial Gravity Wealth
Comprehensive Portfolio Management
Modera Wealth Management
AlTi Global
Wealthcare Advisory Partners
Partners Capital Investment Group
Financeware
3EDGE Asset Management
Wells Fargo & Company
O'shaughnessy Asset Management
Haverford Trust Company
Keating Investment Counselors

View all funds holding Ishares Tr cmn