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Ishares Tr fund shares owned by Concentric Wealth Management

Quarter-by-quarter ownership of Ishares Tr fund (BGRN) shares owned by Concentric Wealth Management from 13F filings

Historical chart of Concentric Wealth Management investment in Ishares Tr fund

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr fund held by Concentric Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr fund by Concentric Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $281k 6.0k 46.89

More positions owned by Concentric Wealth Management

American Centy Etf Tr Us Sml Cp Valu (AVUV)
Microsoft Corporation (MSFT)
Ishares Core Msci Eafe Etf core msci eafe (IEFA)
Alphabet Inc Class A cs (GOOGL)
Ishares Inc core msci emkt (IEMG)
Apple (AAPL)
Visa (V)
JPMorgan Chase & Co. (JPM)
Oracle Corporation (ORCL)
Abbvie (ABBV)
Procter & Gamble Company (PG)
Johnson & Johnson (JNJ)
iShares Barclays Inter Crd Bd Fund ETF) (IGIB)
Vanguard Intermediate-Term Bond ETF (BIV)
Amgen (AMGN)

View all positions for Concentric Wealth Management

Top funds holding Ishares Tr fund

Betterment
Empower Advisory Group
Envestnet Asset Management
Mercer Global Advisors
Francis Financial
Bank of America Corporation
Royal Bank of Canada
LPL Financial
Stewardship Advisors
Creative Planning
Cetera Investment Advisers
Hsbc Holdings
Bank of New York Mellon
UBS Group
Jane Street

View all funds holding Ishares Tr fund