Dowling & Yahnke, LLC" »

Ishares Tr cmn shares owned by Dowling & Yahnke, LLC"

Quarter-by-quarter ownership of Ishares Tr cmn (STIP) shares owned by Dowling & Yahnke, LLC" from 13F filings

Historical chart of Dowling & Yahnke, LLC" investment in Ishares Tr cmn

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All positions including Ishares Tr cmn held by Dowling & Yahnke, LLC" consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr cmn by Dowling & Yahnke, LLC"

Quarter filed Position value Share count Share price at filing
2022-09-30 $1.3M 14k 96.08
2022-06-30 $2.7M 27k 101.44
2019-12-31 $96k 949 101.16

More positions owned by Dowling & Yahnke, LLC"

Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Apple (AAPL)
Reliance Steel & Aluminum (RS)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Equity Etf (DFUS)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Coca-Cola Company (KO)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Us Mktwide Value (DFUV)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)

View all positions for Dowling & Yahnke, LLC"

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