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Ishares Tr shares owned by Wagner Bowman Management

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

Historical chart of Wagner Bowman Management investment in Ishares Tr

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

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Quarterly reported holdings in Ishares Tr by Wagner Bowman Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $332k 7.4k 45.15
2023-12-31 $281k 7.1k 39.82

More positions owned by Wagner Bowman Management

Vanguard World Inf Tech Etf (VGT)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Select Sector Spdr Tr Technology (XLK)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard World Health Car Etf (VHT)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Microsoft Corporation (MSFT)

View all positions for Wagner Bowman Management

Top funds holding Ishares Tr

Envestnet Portfolio Solutions
Adviser Investments
SigFig Wealth Management
Jpmorgan Chase & Co
Advisor Group Holdings
Park Avenue Securities
Mackenzie Financial
Hanson McClain Advisors
Financial Connections Group
Spinnaker Trust
Invera Wealth Advisors
Atria Wealth Solutions
Royal Bank of Canada
One Wealth Advisors
Goldman Sachs Group

View all funds holding Ishares Tr