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Ishares Tr cmn shares owned by Swp Financial

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

Historical chart of Swp Financial investment in Ishares Tr cmn

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

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Quarterly reported holdings in Ishares Tr cmn by Swp Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $295k 2.9k 101.32
2024-06-30 $422k 4.2k 99.49
2024-03-31 $8.6M 88k 98.67
2023-12-31 $8.0M 81k 98.59

More positions owned by Swp Financial

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Spdr Ser Tr Portfli High Yld (SPHY)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr S&p 500 Grwt Etf (IVW)

View all positions for Swp Financial

Top funds holding Ishares Tr cmn

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

View all funds holding Ishares Tr cmn