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Ishares Tr edge us fixd inm shares owned by Watershed Private Wealth

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

Historical chart of Watershed Private Wealth 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 Watershed Private Wealth 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 Watershed Private Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $289k 3.2k 89.00

More positions owned by Watershed Private Wealth

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
NVIDIA Corporation (NVDA)
Ishares Tr Eafe Value Etf (EFV)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr Long Term Muni (LMUB)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Global X Fds Defense Tech Etf (SHLD)

View all positions for Watershed Private Wealth

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