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Ishares Tr cmn shares owned by Integris Wealth Management

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

Historical chart of Integris Wealth Management investment in Ishares Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr cmn held by Integris 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 Integris Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $5.5M 56k 98.59
2023-09-30 $5.4M 56k 96.92
2023-06-30 $5.6M 57k 97.60
2023-03-31 $5.8M 58k 99.23
2022-12-31 $5.4M 56k 96.96

More positions owned by Integris Wealth Management

Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Intl Small Cap V (DISV)
Vanguard Index Fds Large Cap Etf (VV)
Dimensional Etf Trust Global Real Est (DFGR)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Ishares Tr Core Msci Euro (IEUR)
Caterpillar (CAT)
Apple (AAPL)
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)

View all positions for Integris Wealth Management

Top funds holding Ishares Tr cmn

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
Haverford Trust Company
O'shaughnessy Asset Management
Keating Investment Counselors
Central Trust & Investment

View all funds holding Ishares Tr cmn