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Ishares Tr cmn shares owned by Family Legacy Financial Solutions

Quarter-by-quarter ownership of Ishares Tr cmn (STIP) shares owned by Family Legacy Financial Solutions from 13F filings

Historical chart of Family Legacy Financial Solutions investment in Ishares Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr cmn held by Family Legacy Financial Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr cmn by Family Legacy Financial Solutions

Quarter filed Position value Share count Share price at filing
2025-12-31 $5.5M 54k 102.40
2025-09-30 $4.9M 47k 103.36
2025-06-30 $4.4M 43k 102.91

More positions owned by Family Legacy Financial Solutions

Schwab U.s. Large-cap Etf Etf (SCHX)
Wisdomtree Floating Rate Treasury Fund Etf (USFR)
Advanced Micro Devices (AMD)
Eli Lilly & Co. (LLY)
Schwab U.s. Mid-cap Etf Etf (SCHM)
PerkinElmer (RVTY)
Schwab U.s. Small-cap Etf Etf (SCHA)
Danaher Corporation (DHR)
Ishares 0-5 Year Tips Bond Etf Etf (STIP)
Stryker Corporation (SYK)
Schwab International Equity Etf Etf (SCHF)
NVIDIA Corporation (NVDA)
Palo Alto Networks (PANW)
Waste Management (WM)
Innovator Equity Defined Protection Etf - 1 Yr April Etf (ZAPR)

View all positions for Family Legacy Financial Solutions

Top funds holding Ishares Tr cmn

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

View all funds holding Ishares Tr cmn