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Ishares Tr cmn shares owned by Eq Wealth Advisors

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

Historical chart of Eq Wealth Advisors investment in Ishares Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr cmn held by Eq 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 Eq Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.3M 23k 102.39
2025-09-30 $2.5M 24k 103.36
2025-06-30 $2.0M 20k 102.91
2025-03-31 $477k 4.6k 103.47

More positions owned by Eq Wealth Advisors

Capital Group U.s. Multi-sector Income Etf Etf (CGMS)
Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Schwab Us Tips Etf Etf (SCHP)
Capital Group Growth Etf Etf (CGGR)
Dimensional International Value Etf Etf (DFIV)
Vanguard Total International Bond Etf Etf (BNDX)
Dimensional International Small Cap Value Etf Etf (DISV)
Dimensional Us Small Cap Value Etf Etf (DFSV)
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)
Capital Group Municipal Income Etf Etf (CGMU)
Ishares Gold Trust Etf (IAU)
Vanguard International Dividend Appreciation Etf Etf (VIGI)
Dimensional Emerging Markets Value Etf Etf (DFEV)
Capital Group Short Duration Income Etf Etf (CGSD)

View all positions for Eq Wealth Advisors

Top funds holding Ishares Tr cmn

BlackRock
Betterment
FMR
LPL Financial
Modera Wealth Management
Comprehensive Portfolio Management
Jpmorgan Chase & Co
Partners Capital Investment Group
Wealthcare Advisory Partners
O'shaughnessy Asset Management
3EDGE Asset Management
Dynasty Wealth Management
Quotient Wealth Partners
Ameriprise Financial
Putnam Fl Investment Management

View all funds holding Ishares Tr cmn