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Ishares Tr cmn shares owned by Mowery & Schoenfeld Wealth Management

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

Historical chart of Mowery & Schoenfeld Wealth Management investment in Ishares Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr cmn held by Mowery & Schoenfeld 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 Mowery & Schoenfeld Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $9.3k 92 101.33

More positions owned by Mowery & Schoenfeld Wealth Management

Fidelity Covington Trust Msci Info Tech I (FTEC)
Proshares Tr S&p 500 Dv Arist (NOBL)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Leuthold Fds Core Etf (LCR)
Apple (AAPL)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Microsoft Corporation (MSFT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Eli Lilly & Co. (LLY)
Ishares Tr S&p Mc 400gr Etf (IJK)
Astrazeneca Sponsored Adr (AZN)
Alphabet Cap Stk Cl C (GOOG)
Anthem (ELV)
Wal-Mart Stores (WMT)

View all positions for Mowery & Schoenfeld Wealth Management

Top funds holding Ishares Tr cmn

Modera Wealth Management
BlackRock
Bank of America Corporation
Comprehensive Portfolio Management
LPL Financial
Morgan Stanley
Modern Wealth Management
Partners Capital Investment Group
Wealthcare Advisory Partners
O'shaughnessy Asset Management
Financeware
AlTi Global
State Street Corporation
YCMNET Advisors
Envestnet Asset Management

View all funds holding Ishares Tr cmn