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Ishares Tr cmn shares owned by Peak Financial Management

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

Historical chart of Peak Financial Management investment in Ishares Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr cmn held by Peak Financial Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr cmn by Peak Financial Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.4M 15k 99.43
2023-12-31 $1.4M 14k 98.59
2023-06-30 $475k 4.9k 97.59
2023-03-31 $504k 5.1k 99.23
2022-12-31 $496k 5.1k 96.96

More positions owned by Peak Financial Management

Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Index Shs Fds Portfli Msci Gbl (SPGM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Tips Etf (SCHP)
Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH)
Ishares Tr Core Us Aggbd Et (AGG)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Invesco Exchange Traded Fd T S&p500 Pur Val (RPV)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Ishares Tr Core Lt Usdb Etf (ILTB)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Fidelity Covington Trust Msci Matls Index (FMAT)

View all positions for Peak Financial Management

Top funds holding Ishares Tr cmn

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AlTi Global
Wealthcare Advisory Partners
Partners Capital Investment Group
Financeware
3EDGE Asset Management
Wells Fargo & Company
O'shaughnessy Asset Management
Haverford Trust Company
Keating Investment Counselors

View all funds holding Ishares Tr cmn