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Ishares Tr cmn shares owned by Holistic Planning

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

Historical chart of Holistic Planning investment in Ishares Tr cmn

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr cmn by Holistic Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $448k 4.4k 102.38
2025-09-30 $314k 3.0k 103.36
2025-06-30 $350k 3.4k 102.91
2025-03-31 $345k 3.3k 103.47
2024-12-31 $336k 3.3k 100.60

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Top funds holding Ishares Tr cmn

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

View all funds holding Ishares Tr cmn