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Ishares Tr cmn shares owned by Penobscot Wealth Management

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

Historical chart of Penobscot Wealth Management investment in Ishares Tr cmn

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2025-09-30 $8.4M 81k 103.36
2025-06-30 $7.5M 73k 102.91
2025-03-31 $6.7M 65k 103.47

More positions owned by Penobscot Wealth Management

Spdr Series Trust Portfolio S&p500 (SPLG)
Dimensional Etf Trust Global Core Plus (DFGP)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Intl Aggr (IAGG)
Vanguard World Inf Tech Etf (VGT)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
J P Morgan Exchange Traded F Active Growth (JGRO)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Dimensional Etf Trust Intl Core Equity (DFIC)
Vanguard World Financials Etf (VFH)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
World Gold Tr Spdr Gld Minis (GLDM)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Vanguard World Comm Srvc Etf (VOX)

View all positions for Penobscot 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