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Ishares Tr edge us fixd inm shares owned by Fermata Advisors

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

Historical chart of Fermata Advisors 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 Fermata Advisors 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 Fermata Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.0M 11k 88.72

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Mfs Active Exchange Traded F Core Plus Bd Etf (MFSB)
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Lattice Strategies Tr Hartford Us Eqty (ROUS)
Pimco Etf Tr 15+ Yr Us Tips (LTPZ)
NVIDIA Corporation (NVDA)
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Ishares Tr 20 Yr Tr Bd Etf (TLT)
Wisdomtree Tr Us Effic Core Fd (NTSX)

View all positions for Fermata Advisors

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
CWM
Raymond James Financial
Bank of New York Mellon
Resources Investment Advisors
Mml Investors Services

View all funds holding Ishares Tr edge us fixd inm