WFA of San Diego »

Ishares Tr cmn shares owned by WFA of San Diego

Quarter-by-quarter ownership of Ishares Tr cmn (STIP) shares owned by WFA of San Diego from 13F filings

Historical chart of WFA of San Diego investment in Ishares Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr cmn held by WFA of San Diego 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 WFA of San Diego

Quarter filed Position value Share count Share price at filing
2025-06-30 $52k 500 102.91
2024-09-30 $53k 520 101.32
2023-09-30 $36k 370 96.92
2023-06-30 $36k 370 97.60

More positions owned by WFA of San Diego

Apple Stock (AAPL)
Vanguard Total Stock Market Etf Etf (VTI)
Lincoln Elec Hldgs Stock (LECO)
Vanguard Total Bond Market Etf Etf (BND)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Vanguard Russell 1000 Growth Etf Etf (VONG)
Amazon Stock (AMZN)
Invesco S&p 500 Low Volatility Etf Etf (SPLV)
Invesco Rafi Us 1000 Etf Etf (PRF)
Vanguard Mortgage-backed Securities Etf Etf (VMBS)
Vanguard Russell 1000 Value Etf Etf (VONV)
Vanguard Dividend Appreciation Etf Etf (VIG)
Qualcomm Stock (QCOM)
Spdr Gold Minishares Trust Of Beneficial Interest Etf (GLDM)
Schwab 5-10 Year Corporate Bond Etf Etf (SCHI)

View all positions for WFA of San Diego

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