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Ishares Tr shares owned by Birchbrook

Quarter-by-quarter ownership of Ishares Tr (XJH) shares owned by Birchbrook from 13F filings

Historical chart of Birchbrook investment in Ishares Tr

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

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Quarterly reported holdings in Ishares Tr by Birchbrook

Quarter filed Position value Share count Share price at filing
2025-09-30 $817k 19k 43.85
2025-06-30 $813k 20k 41.50
2025-03-31 $543k 14k 39.07

More positions owned by Birchbrook

Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Ishares Tr Core S&p Scp Etf (IJR)
Microsoft Corporation (MSFT)
Amazon (AMZN)
IDEXX Laboratories (IDXX)
Alphabet Cap Stk Cl A (GOOGL)
Apple (AAPL)

View all positions for Birchbrook

Top funds holding Ishares Tr

Raymond James Financial
Eastern Bank
Mariner Wealth Advisors
Putnam Fl Investment Management
LPL Financial
Bailard
Miracle Mile Advisors
Shira Ridge Wealth Management
Koss-Olinger Consulting
Litman Gregory Asset Management
Franklin Resources
JNBA Financial Advisors
Advisory Services Network
Cary Street Partners Financial
Pensionmark Financial Group

View all funds holding Ishares Tr