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Ishares Tr cmn shares owned by Financeware

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

Historical chart of Financeware investment in Ishares Tr cmn

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

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Quarterly reported holdings in Ishares Tr cmn by Financeware

Quarter filed Position value Share count Share price at filing
2024-03-31 $66M 666k 99.43
2023-12-31 $6.4M 65k 98.59
2023-09-30 $6.6M 68k 96.92
2023-06-30 $5.7M 59k 97.60
2023-03-31 $3.0M 30k 99.23
2022-12-31 $1.9M 20k 96.96

More positions owned by Financeware

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
RBB Us Treasr 10 Yr (UTEN)
Spdr Ser Tr Bloomberg Invt (FLRN)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Schwab Strategic Tr Us Tips Etf (SCHP)
Spdr Ser Tr Nuveen Blmbrg Mu (TFI)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Core Msci Total (IXUS)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Financeware

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