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Ishares Tr cmn shares owned by M Wealth Management

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

Historical chart of M Wealth Management investment in Ishares Tr cmn

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2026-06-30 $243k 2.4k 102.16

More positions owned by M Wealth Management

Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Ssga Active Etf Tr St Str Total Etf (TOTL)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Schwab Strategic Tr Us Tips Etf (SCHP)
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Invesco Actvely Mngd Etc Optimum Yield (PDBC)
Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Gold Trust Micro Shs Repstg Un Tr (IAUM)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
American Centy Etf Tr Avantis All Eqt (AVGV)
Apple (AAPL)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
American Centy Etf Tr Us Eqt Etf (AVUS)

View all positions for M Wealth Management

Top funds holding Ishares Tr cmn

BlackRock
Betterment
LPL Financial
Modera Wealth Management
Comprehensive Portfolio Management
Envestnet Asset Management
Coldstream Capital Management
Morgan Stanley
Bank of America Corporation
Adventist Health System Sunbelt Healthcare Corp
Cetera Investment Advisers
Wealthcare Advisory Partners
O'shaughnessy Asset Management
Farther Finance Advisors
Ameriprise Financial

View all funds holding Ishares Tr cmn