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Ishares Tr cmn shares owned by Liberty Wealth Management

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

Historical chart of Liberty Wealth Management investment in Ishares Tr cmn

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2025-09-30 $699k 6.8k 103.36
2025-06-30 $580k 5.6k 102.92
2019-12-31 $3.0k 32 93.75

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Dimensional Etf Trust Etf (DFAU)
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Ishares Tr Etf (IVW)
Ishares Tr Etf (QUAL)
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Blackrock Etf Trust Etf (DYNF)
Dimensional Etf Trust Etf (DUHP)
Ishares Tr Etf (IVV)
Ishares Tr Etf (IVE)
NVIDIA Corporation (NVDA)
Ishares Tr Etf (IUSB)
Dimensional Etf Trust Etf (DFIC)
Dimensional Etf Trust Etf (DFCF)
Vanguard Index Fds Etf (VTI)
Dimensional Etf Trust Etf (DFAI)

View all positions for Liberty Wealth Management

Top funds holding Ishares Tr cmn

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

View all funds holding Ishares Tr cmn