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Ishares Tr cmn shares owned by Elevation Capital Advisory

Quarter-by-quarter ownership of Ishares Tr cmn (STIP) shares owned by Elevation Capital Advisory from 13F filings

Historical chart of Elevation Capital Advisory investment in Ishares Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr cmn held by Elevation Capital Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr cmn by Elevation Capital Advisory

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.0M 9.9k 103.43
2025-03-31 $443k 4.3k 103.47

More positions owned by Elevation Capital Advisory

Spdr Series Trust State Street Spd (BIL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Pimco Etf Tr 1-5 Us Tip Idx (STPZ)
Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Ssga Active Etf Tr State Street Ult (ULST)
Franklin Templeton Etf Tr Us Lrg Cp Mltfct (FLQL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Series Trust State Street Spd (SPYG)
Vanguard World Mega Grwth Ind (MGK)
First Tr Exchange-traded A Com Shs (FEX)
First Tr Exchange-traded SHS (FDL)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Fidelity Covington Trust High Divid Etf (FDVV)

View all positions for Elevation Capital Advisory

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