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Ishares Tr shares owned by MBE Wealth Management

Quarter-by-quarter ownership of Ishares Tr (USXF) shares owned by MBE Wealth Management from 13F filings

Historical chart of MBE Wealth Management investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by MBE Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by MBE Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $558k 9.7k 57.31
2025-06-30 $639k 12k 53.93
2025-03-31 $555k 12k 46.67
2024-12-31 $240k 4.8k 49.72

More positions owned by MBE Wealth Management

Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Small Cp Etf (VB)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Ishares Tr Core S&p500 Etf (IVV)
Etf Ser Solutions Aptus Collrd Inv (ACIO)
Schwab Strategic Tr Us Tips Etf (SCHP)
Etf Ser Solutions Aptus Defined (DRSK)
Etf Ser Solutions Aptus Int Enh Yl (IDUB)
Etf Ser Solutions Aptus Large Cap (DUBS)
Etf Ser Solutions Opus Sml Cp Vl (OSCV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Etf Ser Solutions Aptus Drawdown (ADME)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Core Div Grwth (DGRO)
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)

View all positions for MBE Wealth Management

Top funds holding Ishares Tr

Envestnet Asset Management
BlackRock
LPL Financial
Sei Investments
SigFig Wealth Management
Envestnet Portfolio Solutions
Jpmorgan Chase & Co
Federation des caisses Desjardins du Quebec
Mackenzie Financial
Park Avenue Securities
Hanson McClain Advisors
Financial Connections Group
Cetera Investment Advisers
Spinnaker Trust
Royal Bank of Canada

View all funds holding Ishares Tr