Ishares Tr cmn shares owned by UMA Financial Services
Quarter-by-quarter ownership of Ishares Tr cmn (STIP) shares owned by UMA Financial Services
from 13F filings
Historical chart of UMA Financial Services investment in Ishares Tr cmn
Tip: Access up to 7 years of quarterly data
All positions including Ishares Tr cmn held by UMA Financial Services consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Ishares Tr cmn by UMA Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.0M | 30k | 101.01 |
| 2024-06-30 | $2.9M | 30k | 99.61 |
| 2024-03-31 | $2.8M | 29k | 99.13 |
| 2023-12-31 | $2.7M | 28k | 98.69 |
| 2023-09-30 | $2.6M | 27k | 96.86 |
| 2023-06-30 | $2.6M | 27k | 97.20 |
| 2023-03-31 | $2.1M | 21k | 98.73 |
| 2022-12-31 | $935k | 9.6k | 97.81 |
| 2022-09-30 | $941k | 9.7k | 96.90 |
| 2022-06-30 | $960k | 9.4k | 101.79 |
| 2022-03-31 | $789k | 7.6k | 103.53 |
| 2021-12-31 | $863k | 8.2k | 105.05 |
| 2021-09-30 | $772k | 7.3k | 105.74 |
| 2021-06-30 | $719k | 6.8k | 106.46 |
| 2021-03-31 | $484k | 4.6k | 105.38 |
| 2020-12-31 | $239k | 2.3k | 105.15 |