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Ishares Tr edge invt grde shares owned by SWMG

Quarter-by-quarter ownership of Ishares Tr edge invt grde (IGEB) shares owned by SWMG from 13F filings

Historical chart of SWMG investment in Ishares Tr edge invt grde

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr edge invt grde held by SWMG consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr edge invt grde by SWMG

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.3M 28k 44.85

More positions owned by SWMG

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Spdr Ser Tr Portfolio Short (SPSB)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core Total Usd (IUSB)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr Mbs Etf (MBB)

View all positions for SWMG

Top funds holding Ishares Tr edge invt grde

Envestnet Asset Management
CWM
LPL Financial
Hennion & Walsh Asset Management
State of New Jersey Common Pension Fund D
Bank of America Corporation
Ameriprise Financial
Waller Financial Planning Group
Janney Montgomery Scott
Resources Investment Advisors
Cambridge Investment Research Advisors
Royal Bank of Canada
Mercer Global Advisors
Ameliora Wealth Management
Fundamentun

View all funds holding Ishares Tr edge invt grde