HBC Financial Services, P »

Ishares Tr cmn shares owned by HBC Financial Services, P

Quarter-by-quarter ownership of Ishares Tr cmn (STIP) shares owned by HBC Financial Services, P from 13F filings

Historical chart of HBC Financial Services, P investment in Ishares Tr cmn

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

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Quarterly reported holdings in Ishares Tr cmn by HBC Financial Services, P

Quarter filed Position value Share count Share price at filing
2024-12-31 $14k 146 95.89
2024-09-30 $14k 146 95.89

More positions owned by HBC Financial Services, P

iShares Russell 1000 ETF Exchange-Traded Fund (IWB)
iShares Core S&P Mid-Cap ETF Exchange-Traded Fund (IJH)
iShares National Muni Bond ETF Exchange-Traded Fund (MUB)
iShares Core US Aggregate Bond ETF Exchange-Traded Fund (AGG)
Microsoft Corp Stock (MSFT)
Starbucks Corp Stock (SBUX)
Vanguard Small-Cap ETF Exchange-Traded Fund (VB)
Apple Stock (AAPL)
Vanguard Total Stock Market ETF Exchange-Traded Fund (VTI)
Vanguard Dividend Appreciation ETF Exchange-Traded Fund (VIG)
Costco Wholesale Corp Stock (COST)
iShares Core S&P 500 ETF Exchange-Traded Fund (IVV)
Tesla Stock (TSLA)
Amazon.com Stock (AMZN)
Berkshire Hathaway Inc Class B Stock (BRK.B)

View all positions for HBC Financial Services, P

Top funds holding Ishares Tr cmn

Betterment
FMR
BlackRock
Modera Wealth Management
Comprehensive Portfolio Management
LPL Financial
Bank of America Corporation
Modern Wealth Management
Partners Capital Investment Group
Wealthcare Advisory Partners
O'shaughnessy Asset Management
Financeware
YCMNET Advisors
AlTi Global
State Street Corporation

View all funds holding Ishares Tr cmn