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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

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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
2026-06-30 $287k 5.5k 52.15
2026-03-31 $407k 9.0k 45.37
2025-12-31 $347k 7.8k 44.65