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Ishares Tr cmn shares owned by Trivant Custom Portfolio Group

Quarter-by-quarter ownership of Ishares Tr cmn (STIP) shares owned by Trivant Custom Portfolio Group from 13F filings

Historical chart of Trivant Custom Portfolio Group investment in Ishares Tr cmn

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr cmn by Trivant Custom Portfolio Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.3M 52k 101.32
2024-06-30 $4.9M 49k 99.49
2024-03-31 $4.3M 44k 99.43
2023-12-31 $5.2M 52k 98.59
2023-09-30 $5.5M 57k 96.92
2023-06-30 $5.4M 56k 97.60
2023-03-31 $8.5M 86k 99.23

More positions owned by Trivant Custom Portfolio Group

Apple Common Stock (AAPL)
Nvidia Corp Common Stock (NVDA)
Microsoft Corp Common Stock (MSFT)
Ishares Brd Usd Inv Grd Corp Bd Etf Uit Exchange Traded (USIG)
Flexshares Disciplined Durtn Mbs Etf Uit Exchange Traded (MBSD)
Ishares 0-5 Year Tips Bond Etf Uit Exchange Traded (STIP)
Alphabet Inc Class A Common Stock (GOOGL)
Amazon.com Common Stock (AMZN)
Costco Whsl Corp Common Stock (COST)
Walmart Common Stock (WMT)
Deere & Co Common Stock (DE)
Advanced Micro Device In Common Stock (AMD)
Northrop Grumman Corp Common Stock (NOC)
Meta Platforms Inc Class A Common Stock (META)
Ge Aerospace Common Stock (GE)

View all positions for Trivant Custom Portfolio Group

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
YCMNET Advisors
State Street Corporation
AlTi Global

View all funds holding Ishares Tr cmn