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Ishares Tr cmn shares owned by Consilio Wealth Advisors

Quarter-by-quarter ownership of Ishares Tr cmn (STIP) shares owned by Consilio Wealth Advisors from 13F filings

Historical chart of Consilio Wealth Advisors investment in Ishares Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr cmn held by Consilio Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr cmn by Consilio Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $12M 112k 103.43

More positions owned by Consilio Wealth Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Microsoft Corp Stock (MSFT)
Amazon Stock (AMZN)
Invesco Nasdaq 100 Etf Etf (QQQM)
Vanguard Total World Stock Etf Etf (VT)
Stip - Ishares 0-5 Year Tips Bond Etf Etf (STIP)
Lqd - Ishares Iboxx $ Investment Grade Corporate Bond Etf Etf (LQD)
Cgdv - Capital Group Dividend Value Etf Etf (CGDV)
Vanguard Mid-cap Etf Etf (VO)
Ishares Core Dividend Growth Etf Etf (DGRO)
Ishares Core Msci Eafe Etf Etf (IEFA)
Qqq - Invesco Qqq Trust Series I Etf (QQQ)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Ishares Core S&p Mid-cap Etf Etf (IJH)

View all positions for Consilio Wealth Advisors

Top funds holding Ishares Tr cmn

BlackRock
Betterment
LPL Financial
FMR
Modera Wealth Management
Comprehensive Portfolio Management
Morgan Stanley
Coldstream Capital Management
Bank of America Corporation
Wealthcare Advisory Partners
O'shaughnessy Asset Management
Envestnet Asset Management
Partners Capital Investment Group
Ameriprise Financial
SCS Capital Management

View all funds holding Ishares Tr cmn