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Ishares Tr shares owned by Global Wealth Strategies & Associates

Quarter-by-quarter ownership of Ishares Tr (TLTW) shares owned by Global Wealth Strategies & Associates from 13F filings

Historical chart of Global Wealth Strategies & Associates investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by Global Wealth Strategies & Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Global Wealth Strategies & Associates

Quarter filed Position value Share count Share price at filing
2025-09-30 $382k 16k 23.38
2025-06-30 $423k 18k 23.18
2025-03-31 $474k 20k 24.06
2024-12-31 $695k 30k 23.52

More positions owned by Global Wealth Strategies & Associates

Vanguard S&p 500 Etf Etf (VOO)
Ishares Core Msci Eafe Etf Etf (IEFA)
Vanguard Total Bond Market Etf Etf (BND)
Invesco Nasdaq 100 Etf Etf (QQQM)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Vanguard Dividend Appreciation Etf Etf (VIG)
Ishares Msci Usa Momentum Factor Etf Etf (MTUM)
Ishares National Muni Bond Etf Etf (MUB)
Ishares Flexible Income Active Etf Etf (BINC)
Ishares Gold Trust Etf (IAU)
Ishares 20 Year Treasury Bond Etf Etf (TLT)
Barings Corporate Invs Cef (MCI)
Schwab Crypto Thematic Etf Etf (STCE)
Invesco Qqq Trust Series I Etf (QQQ)
Columbia Multi-sector Municipal Income Etf Etf (MUST)

View all positions for Global Wealth Strategies & Associates

Top funds holding Ishares Tr

Envestnet Asset Management
Wealth Enhancement Advisory Services
Franklin Resources
Cetera Investment Advisers
LPL Financial
Columbus Macro
Prevail Innovative Wealth Advisors
UBS Group
Morgan Stanley
Emerald Investment Partners
Hamilton Wealth
Assetmark
Royal Bank of Canada
Commonwealth Equity Services
AlphaStar Capital Management

View all funds holding Ishares Tr