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Ishares Tr cmn shares owned by Wealth Forward

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

Historical chart of Wealth Forward investment in Ishares Tr cmn

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr cmn by Wealth Forward

Quarter filed Position value Share count Share price at filing
2026-09-30 $482k 4.8k 99.70

More positions owned by Wealth Forward

Schwab Strategic Tr Fundamental Us S (FNDA)
Schwab Strategic Tr Fundamental Us L (FNDX)
Schwab Strategic Tr Us Tips Etf (SCHP)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Ishares Tr S&p 100 Etf (OEF)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Fundamental Intl (FNDF)
Schwab Strategic Tr Fund Em Equi Etf (FNDE)
Ishares Tr Morningstr Us Eq
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)
Schwab Strategic Tr Fundamental Intl (FNDC)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Tr Tips Bd Etf (TIP)
Ishares Tr Core 60 Bala Etf (AOR)

View all positions for Wealth Forward

Top funds holding Ishares Tr cmn

BlackRock
Betterment
LPL Financial
Modera Wealth Management
Comprehensive Portfolio Management
Envestnet Asset Management
Coldstream Capital Management
Bank of America Corporation
Adventist Health System Sunbelt Healthcare Corp
Wealthcare Advisory Partners
Cetera Investment Advisers
Farther Finance Advisors
O'shaughnessy Asset Management
Ameriprise Financial
Jpmorgan Chase & Co

View all funds holding Ishares Tr cmn