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Ishares Tr cmn shares owned by Carter Financial Group

Quarter-by-quarter ownership of Ishares Tr cmn (STIP) shares owned by Carter Financial Group from 13F filings

Historical chart of Carter Financial Group investment in Ishares Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr cmn held by Carter Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr cmn by Carter Financial Group

Quarter filed Position value Share count Share price at filing
2022-03-31 $209k 2.0k 105.13

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Top funds holding Ishares Tr cmn

Betterment
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Modera Wealth Management
Comprehensive Portfolio Management
LPL Financial
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Modern Wealth Management
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AlTi Global
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Wealthcare Advisory Partners
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