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Ishares Tr edge us fixd inm shares owned by Vertex Planning Partners

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

Historical chart of Vertex Planning Partners 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 Vertex Planning Partners 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 Vertex Planning Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $707k 7.9k 89.00

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Spdr Series Trust State Street Spd (SPYM)
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J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Apple (AAPL)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Spdr Series Trust State Street Spd (SPYG)
Blackrock Etf Trust Ishares Intl Div (BIDD)
State Str Spdr Sp 500 Etf T Tr Unit (SPY)
J P Morgan Exchange Traded F U S Tech Leaders (JTEK)
Ishares Tr Hdg Msci Eafe (HEFA)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Wisdomtree Tr Us Total Dividnd (DTD)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Blackrock Etf Trust Ii Ishares Flexible (BINC)

View all positions for Vertex Planning Partners

Top funds holding Ishares Tr edge us fixd inm

Envestnet Asset Management
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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