Wellington-altus Usa »

Ishares Tr cmn shares owned by Wellington-altus Usa

Quarter-by-quarter ownership of Ishares Tr cmn (STIP) shares owned by Wellington-altus Usa from 13F filings

Historical chart of Wellington-altus Usa investment in Ishares Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr cmn held by Wellington-altus Usa consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr cmn by Wellington-altus Usa

Quarter filed Position value Share count Share price at filing
2026-06-30 $361k 3.5k 103.43
2026-03-31 $396k 3.9k 102.16
2025-12-31 $369k 3.6k 102.39

More positions owned by Wellington-altus Usa

Vanguard Index Funds Vanguard Total Stock Market (VTI)
Ishares Trust Ishares Currency Hedged (HEFA)
Ishares Trust Ishares 1 3 Year Treasury (SHY)
Ishares Core U S Aggregate Bd Etf (AGG)
Pimco Active Bond Exchange Traded Fund (BOND)
Apple Common Stock (AAPL)
Blackrock Etf Trust Ii Ishares Flexible Income Active (BINC)
Nvidia Corp Common Stock (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Series Trust State Street Spdr Portfolio (SPAB)
Microsoft Corp Common Stock (MSFT)
Banque Royale Du Canada Common Stock (RY)
Ishares Tr Core Msci Eafe Etf (IEFA)
Jpmorgan Chase & Co Common Stock (JPM)
Amazon.com Common Stock (AMZN)

View all positions for Wellington-altus Usa

Top funds holding Ishares Tr cmn

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

View all funds holding Ishares Tr cmn