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Ishares Tr cmn shares owned by Wealthcare Capital Partners

Quarter-by-quarter ownership of Ishares Tr cmn (STIP) shares owned by Wealthcare Capital Partners from 13F filings

Historical chart of Wealthcare Capital Partners investment in Ishares Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr cmn held by Wealthcare Capital Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr cmn by Wealthcare Capital Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.0M 49k 103.36
2025-06-30 $4.5M 44k 102.91
2025-03-31 $5.0M 48k 103.47
2024-12-31 $5.7M 56k 100.60

More positions owned by Wealthcare Capital Partners

Wisdomtree Tr Floatng Rat Trea (USFR)
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Spdr Series Trust Portfolio S&p500 (SPLG)
Schwab Strategic Tr Us Tips Etf (SCHP)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr 0-5 Yr Tips Etf (STIP)
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Ishares Tr 7-10 Yr Trsy Bd (IEF)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Index Fds Real Estate Etf (VNQ)
Spdr Series Trust Portfolio S&p600 (SPSM)
Microsoft Corporation (MSFT)

View all positions for Wealthcare Capital Partners

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