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Ishares Tr cmn shares owned by Talon Private Wealth

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

Historical chart of Talon Private Wealth investment in Ishares Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr cmn held by Talon Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr cmn by Talon Private Wealth

Quarter filed Position value Share count Share price at filing
2025-06-30 $13M 128k 102.91
2025-03-31 $15M 149k 102.50
2024-12-31 $16M 162k 100.60
2024-09-30 $21M 211k 101.32

More positions owned by Talon Private Wealth

Bny Mellon Etf Trust Core Bond Etf (BKAG)
Etf Ser Solutions Aptus Defined (DRSK)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Innovator Etfs Trust Us Eqty Ultra B (UDEC)
Innovator Etfs Trust Us Eqt Ultra Bfr (UFEB)
Innovator Etfs Trust Us Eqt Ultra Bf (UJAN)
Innovator Etfs Trust Us Eqt Ultra Bf (UMAR)
Innovator Etfs Trust Us Eqt Ultra Bf (UAPR)
Ishares Tr Mbs Etf (MBB)
Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Etf Ser Solutions Aptus Enhanced (JUCY)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for Talon Private Wealth

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