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Ishares Tr cmn shares owned by LLBH Private Wealth Management

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

Historical chart of LLBH Private Wealth Management investment in Ishares Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr cmn held by LLBH Private 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 LLBH Private Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $290k 2.8k 103.35
2025-06-30 $288k 2.8k 102.89
2025-03-31 $288k 2.8k 103.48

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NVIDIA Corporation (NVDA)
Blackstone Strategic Cred 20 Com Shs Ben In (BGB)
Amazon (AMZN)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Gold Tr Ishares New (IAU)
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Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)
First Tr Exchng Traded Fd Vi Ft Energy Income (EIPI)
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Exxon Mobil Corporation (XOM)

View all positions for LLBH Private 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