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Ishares Tr cmn shares owned by Financial Plan

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

Historical chart of Financial Plan investment in Ishares Tr cmn

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr cmn by Financial Plan

Quarter filed Position value Share count Share price at filing
2025-12-31 $10M 98k 102.39

More positions owned by Financial Plan

American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Ultrashort Fixed (DUSB)
Dimensional Etf Trust Short Duration F (DFSD)
American Centy Etf Tr Avantis Emgmkt (AVEM)
American Centy Etf Tr Avantis Shfxdinc (AVSF)
Vanguard Malvern Fds Strm Infproidx (VTIP)
American Centy Etf Tr Real Estate Etf (AVRE)
Dimensional Etf Trust World Ex Us Core (DFAX)
Spdr Series Trust State Street Spd (SPMB)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Core Fixed Incom (DFCF)

View all positions for Financial Plan

Top funds holding Ishares Tr cmn

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

View all funds holding Ishares Tr cmn