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Ishares Tr shares owned by Highline Wealth Partners

Quarter-by-quarter ownership of Ishares Tr (XJR) shares owned by Highline Wealth Partners from 13F filings

Historical chart of Highline Wealth Partners investment in Ishares Tr

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

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Quarterly reported holdings in Ishares Tr by Highline Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $35k 810 42.58

More positions owned by Highline Wealth Partners

JPMorgan Ultra-Short Income ETF Etf (JPST)
Nvidia Corporation Stock (NVDA)
Janus Henderson AAA CLO ETF Etf (JAAA)
Vanguard S&P 500 ETF Etf (VOO)
Apple Inc Com/Inv Stock (AAPL)
iShares Core MSCI EAFE ETF Etf (IEFA)
Microsoft Corp Stock (MSFT)
Invesco Nasdaq 100 Etf Etf (QQQM)
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)
Vanguard Russell 1000 Value ETF Etf (VONV)
Amazon Stock (AMZN)
iShares 5-10 Year Investment Grade Corporate Bond ETF Etf (IGIB)
Meta Platforms Inc Cl A Stock (META)
Tesla Stock (TSLA)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)

View all positions for Highline Wealth Partners

Top funds holding Ishares Tr

Colony
Bailard
Thrivent Financial for Lutherans
Franklin Resources
LPL Financial
Highland Financial Advisors
Biltmore Family Office
JNBA Financial Advisors
EP Wealth Advisors
Goss Wealth Management
SageView Advisory Group
Raymond James Financial
Atlantic Private Wealth
Magnus Financial Group
Beta Wealth

View all funds holding Ishares Tr