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Ishares Tr cmn shares owned by Wealth Management Solutions

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

Historical chart of Wealth Management Solutions investment in Ishares Tr cmn

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr cmn by Wealth Management Solutions

Quarter filed Position value Share count Share price at filing
2023-06-30 $280k 2.9k 97.60
2023-03-31 $258k 2.6k 99.23
2022-09-30 $247k 2.6k 96.00
2022-06-30 $260k 2.6k 101.44
2022-03-31 $268k 2.6k 104.85
2021-12-31 $273k 2.6k 106.06

More positions owned by Wealth Management Solutions

Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Msci Usa Mmentm (MTUM)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Vanguard World Fds Health Car Etf (VHT)
Vaneck Etf Trust Ig Floating Rate (FLTR)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Ishares Tr Core S&p Ttl Stk (ITOT)
Apple (AAPL)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Johnson & Johnson (JNJ)
Ishares Tr Core S&p Scp Etf (IJR)
Nfj Dividend Interest (NFJ)
Microsoft Corporation (MSFT)

View all positions for Wealth Management Solutions

Top funds holding Ishares Tr cmn

BlackRock
Betterment
LPL Financial
Envestnet Asset Management
FMR
Comprehensive Portfolio Management
Jpmorgan Chase & Co
3EDGE Asset Management
Wealthcare Advisory Partners
O'shaughnessy Asset Management
Quotient Wealth Partners
Dynasty Wealth Management
Partners Capital Investment Group
Ameriprise Financial
Putnam Fl Investment Management

View all funds holding Ishares Tr cmn