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Ishares Tr cmn shares owned by Simplicity Wealth

Quarter-by-quarter ownership of Ishares Tr cmn (STIP) shares owned by Simplicity Wealth from 13F filings

Historical chart of Simplicity Wealth investment in Ishares Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr cmn held by Simplicity Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr cmn by Simplicity Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $8.1M 81k 99.43

More positions owned by Simplicity Wealth

Vanguard Index Fds Large Cap Etf (VV)
Sprott Physical Gold & Silve Tr Unit (CEF)
Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Sprott Physical Gold Tr Unit (PHYS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
NVIDIA Corporation (NVDA)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Amazon (AMZN)

View all positions for Simplicity Wealth

Top funds holding Ishares Tr cmn

Betterment
BlackRock
Bank of America Corporation
Financial Gravity Wealth
Modera Wealth Management
Comprehensive Portfolio Management
LPL Financial
Morgan Stanley
Modern Wealth Management
Envestnet Asset Management
AlTi Global
Ameriprise Financial
Wealthcare Advisory Partners
O'shaughnessy Asset Management
Financeware

View all funds holding Ishares Tr cmn