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Ishares Tr cmn shares owned by Sovereign Financial Group

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

Historical chart of Sovereign Financial Group investment in Ishares Tr cmn

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr cmn by Sovereign Financial Group

Quarter filed Position value Share count Share price at filing
2024-12-31 $418k 4.2k 100.60
2024-09-30 $347k 3.4k 101.32
2024-06-30 $421k 4.2k 99.49
2024-03-31 $281k 2.8k 99.43
2023-12-31 $253k 2.6k 98.59

More positions owned by Sovereign Financial Group

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Value Etf (VTV)
Apple (AAPL)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Alphabet Cap Stk Cl A (GOOGL)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard Index Fds Small Cp Etf (VB)

View all positions for Sovereign Financial Group

Top funds holding Ishares Tr cmn

BlackRock
Betterment
FMR
Modera Wealth Management
Comprehensive Portfolio Management
LPL Financial
3EDGE Asset Management
Morgan Stanley
Bank of America Corporation
Wealthcare Advisory Partners
O'shaughnessy Asset Management
Financeware
YCMNET Advisors
Putnam Fl Investment Management
AlTi Global

View all funds holding Ishares Tr cmn