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Ishares Tr cmn shares owned by TAGStone Capital

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

Historical chart of TAGStone Capital investment in Ishares Tr cmn

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr cmn by TAGStone Capital

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.4M 13k 103.36
2025-06-30 $1.3M 13k 103.04
2025-03-31 $1.3M 12k 103.43
2024-12-31 $1.2M 12k 100.58
2024-09-30 $403k 4.0k 101.23
2024-06-30 $342k 3.4k 99.39

More positions owned by TAGStone Capital

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Amazon (AMZN)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Dimensional Etf Trust Ultrashort Fixed (DUSB)
Vanguard Mun Bd Fds Core Tax Exempt (VCRM)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr Core Msci Eafe (IEFA)
Costco Wholesale Corporation (COST)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)

View all positions for TAGStone Capital

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