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Ishares Tr faln angls usd shares owned by Retirement Capital Strategies

Quarter-by-quarter ownership of Ishares Tr faln angls usd (FALN) shares owned by Retirement Capital Strategies from 13F filings

Historical chart of Retirement Capital Strategies investment in Ishares Tr faln angls usd

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr faln angls usd held by Retirement Capital Strategies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr faln angls usd by Retirement Capital Strategies

Quarter filed Position value Share count Share price at filing
2024-03-31 $5.4M 202k 26.86
2022-06-30 $944k 38k 24.64
2022-03-31 $2.2M 81k 26.99
2021-09-30 $2.1M 70k 30.11
2020-12-31 $11M 366k 29.43

More positions owned by Retirement Capital Strategies

Vanguard World Esg Us Stk Etf (ESGV)
Ishares Tr Esg Scrnd S&p500 (XVV)
Ishares Tr Core Total Usd (IUSB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Gov/cred Bd Etf (GBF)
Ishares Tr National Mun Etf (MUB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Spdr Ser Tr S&p 500 Esg Etf (EFIV)
Ishares Tr Faln Angls Usd (FALN)
Apple (AAPL)
Ishares Tr Esg Msci Usa Etf (USXF)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard World Financials Etf (VFH)

View all positions for Retirement Capital Strategies

Top funds holding Ishares Tr faln angls usd

Mather Group
Bank of America Corporation
Envestnet Asset Management
Nomura Asset Management
Morgan Stanley
LPL Financial
FMR
Ameriprise Financial
Hanson McClain Advisors
ESL Trust Services
UBS Group
Alliancebernstein
Wright Fund Managment
Cetera Investment Advisers
BlackRock

View all funds holding Ishares Tr faln angls usd