Curio Wealth »

Ishares Tr cmn shares owned by Curio Wealth

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

Historical chart of Curio Wealth investment in Ishares Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr cmn held by Curio Wealth 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 Curio Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $7.8k 75 103.36
2025-06-30 $206 2 103.00
2025-03-31 $5.4k 2 2716.00
2024-12-31 $5.4k 54 100.59

More positions owned by Curio Wealth

Dfa Us Core Equity Market Etf Etf (DFAU)
Dfa S/t Fixed Income Etf Etf (DFSD)
Dfa Global Core Fixed Income Etf Etf (DFGP)
Avantis Intl Core Equity Etf Etf (AVDE)
Dfa Int Core Equity Etf Etf (DFAI)
Dfa Us Small Cap Etf Etf (DFAS)
Avantis Us Equity Etf Etf (AVUS)
Avantis Emerging Mkt Eq Etf Etf (AVEM)
Dimensional Us Lrge Cp Vctr Etf Etf (DFVX)
Dfa Us Real Estate Etf Etf (DFAR)
Dfa Emerging Markets Etf Etf (DFAE)
Avantis Intl Small Value Etf Etf (AVDV)
Dfa Us Core Equity 2 Etf Etf (DFAC)
Dfa Core Fixed Income Etf Etf (DFCF)
Dfa Us Targeted Value Etf Etf (DFAT)

View all positions for Curio Wealth

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