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Ishares Tr shares owned by B&l Asset Management

Quarter-by-quarter ownership of Ishares Tr (XJH) shares owned by B&l Asset Management from 13F filings

Historical chart of B&l Asset Management investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by B&l Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by B&l Asset Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $347k 7.8k 44.65

More positions owned by B&l Asset Management

Broadcom (AVGO)
Microsoft Corporation (MSFT)
TJX Companies (TJX)
Mastercard Incorporated Cl A (MA)
Ishares Tr Core S&p500 Etf (IVV)
Alphabet Cap Stk Cl A (GOOGL)
AutoZone (AZO)
Agnico (AEM)
Travelers Companies (TRV)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Core S&p Mcp Etf (IJH)
Raytheon Technologies Corp (RTX)
Costco Wholesale Corporation (COST)
Thermo Fisher Scientific (TMO)
JPMorgan Chase & Co. (JPM)

View all positions for B&l Asset Management

Top funds holding Ishares Tr

Raymond James Financial
LPL Financial
Mariner Wealth Advisors
Eastern Bank
Putnam Fl Investment Management
Bailard
Miracle Mile Advisors
Litman Gregory Asset Management
Koss-Olinger Consulting
Thrivent Financial for Lutherans
Harbour Investments
Franklin Resources
JNBA Financial Advisors
Advisory Services Network
Cary Street Partners Financial

View all funds holding Ishares Tr