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Ishares Tr shares owned by Asset Dedication

Quarter-by-quarter ownership of Ishares Tr (XVV) shares owned by Asset Dedication from 13F filings

Historical chart of Asset Dedication investment in Ishares Tr

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

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Quarterly reported holdings in Ishares Tr by Asset Dedication

Quarter filed Position value Share count Share price at filing
2024-12-31 $519k 12k 45.30
2024-09-30 $507k 12k 44.22
2024-06-30 $482k 12k 42.05

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View all positions for Asset Dedication

Top funds holding Ishares Tr

Sun Life Financial
Becker Capital Management
LPL Financial
BSW Wealth Partners
JNBA Financial Advisors
Better Money Decisions
Wharton Business Group
Franklin Resources
Atlantic Private Wealth
Two Sigma Investments
Raymond James Financial
Biltmore Family Office
Retirement Capital Strategies
Raymond James Financial Services Advisors
M^T Bank Corporation

View all funds holding Ishares Tr