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Ishares Tr shares owned by Coastal Capital Group

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

Historical chart of Coastal Capital Group investment in Ishares Tr

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

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Quarterly reported holdings in Ishares Tr by Coastal Capital Group

Quarter filed Position value Share count Share price at filing
2023-06-30 $69k 1.9k 35.62
2023-03-31 $65k 1.9k 33.99

More positions owned by Coastal Capital Group

Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Jpmorgan Usd Emg (EMB)
Ishares Tr Rus 1000 Etf (IWB)
Pimco Etf Tr Active Bd Etf (BOND)
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)
Apple (AAPL)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Spdr Ser Tr Bloomberg High Y (JNK)

View all positions for Coastal Capital Group

Top funds holding Ishares Tr

Bank of America Corporation
Eastern Bank
Raymond James & Associates
Bailard
Mariner Wealth Advisors
Koss-Olinger Consulting
Pensionmark Financial Group
Shira Ridge Wealth Management
Franklin Resources
Raymond James Financial Services Advisors
LPL Financial
Francis Financial
Commonwealth Equity Services
JNBA Financial Advisors
Cary Street Partner Investment Advisory

View all funds holding Ishares Tr