Copia Wealth Management »

Ishares Tr cmn shares owned by Copia Wealth Management

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

Historical chart of Copia Wealth Management investment in Ishares Tr cmn

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr cmn by Copia Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.7M 36k 103.36
2025-06-30 $3.6M 35k 102.91
2025-03-31 $3.3M 32k 103.47
2024-12-31 $3.1M 31k 100.60

More positions owned by Copia Wealth Management

Strive Enhanced Income Short Maturity Etf Etf (BUXX)
Spdr Portfolio S&p 500 Etf Etf (SPLG)
Us Treasury 3 Month Bill Etf Etf (TBIL)
Spdr Gold Shares Etf (GLD)
Us Treasury 6 Month Bill Etf Etf (XBIL)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
Ishares 0-5 Year Tips Bond Etf Etf (STIP)
Invesco S&p 500 Top 50 Etf Etf (XLG)
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)
Ishares Msci Eafe Etf Etf (EFA)
Vanguard Russell 2000 Etf Etf (VTWO)
Eldridge Aaa Clo Etf Etf (CLOX)
Simplify Health Care Etf Etf (PINK)
Pacer Us Small Cap Cash Cows Etf Etf (CALF)

View all positions for Copia Wealth Management

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