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Ishares Tr cmn shares owned by Grand Wealth Management

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

Historical chart of Grand Wealth Management investment in Ishares Tr cmn

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr cmn by Grand Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $324k 3.3k 98.59
2022-09-30 $1.9M 20k 96.13
2022-06-30 $1.3M 13k 101.47
2022-03-31 $1.3M 13k 104.91
2021-12-31 $1.2M 12k 105.87

More positions owned by Grand Wealth Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Dimensional Etf Trust World Ex Us Core (DFAX)
American Centy Etf Tr Us Eqt Etf (AVUS)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core Intl Aggr (IAGG)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Core Msci Emkt (IEMG)
American Centy Etf Tr Avantis Core Fi (AVIG)
Ishares Tr Esg Awr Us Agrgt (EAGG)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Real Estate E (DFAR)

View all positions for Grand Wealth Management

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