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Ishares Tr edge us fixd inm shares owned by Cadia Private Client

Quarter-by-quarter ownership of Ishares Tr edge us fixd inm (SYSB) shares owned by Cadia Private Client from 13F filings

Historical chart of Cadia Private Client investment in Ishares Tr edge us fixd inm

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr edge us fixd inm held by Cadia Private Client consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr edge us fixd inm by Cadia Private Client

Quarter filed Position value Share count Share price at filing
2026-03-31 $367k 4.1k 89.00
2025-12-31 $271k 3.0k 89.76

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Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Ishares Tr Core S&p Ttl Stk (ITOT)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core Div Grwth (DGRO)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Trust Ishare 0-1 (SHV)
Ishares Tr TRS FLT RT BD (TFLO)
Ishares Tr Core S&p Mcp Etf (IJH)
JPMorgan Chase & Co. (JPM)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Us Treas Bd Etf (GOVT)
NVIDIA Corporation (NVDA)

View all positions for Cadia Private Client

Top funds holding Ishares Tr edge us fixd inm

Envestnet Asset Management
LPL Financial
Alpine Bank Wealth Management
BlackRock
Bank of America Corporation
Cetera Investment Advisers
Morgan Stanley
Janney Montgomery Scott
Envestnet Portfolio Solutions
Ameriprise Financial
Bank of New York Mellon
CWM
Resources Investment Advisors
Mml Investors Services
Mcmorgan & Co

View all funds holding Ishares Tr edge us fixd inm