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3 quarters

Position history for WAWealthspire Advisors, LLC's holdings in ISHARES TR

Wealthspire Advisors, LLC holds 4,389 shares of IBLC (ISHARES TR), worth $211,243 as of 2026-Q2. This is a new position. IBLC represents 0.0% of Wealthspire Advisors, LLC's portfolio.

Current Value

$211,243

Current Shares

4,389

Total Value Change

+$97,811

Total Shares Change

+2,341

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
New
4,389
-
$211,2430.0%$48.13
32
2025-Q4
Exited
0
-100.0%
$00.0%$41.40
0
2025-Q3
New
2,048
-
$113,4320.0%$52.01
30

Other major holders of IBLC: JANE STREET GROUP, LLC, Financial Engines Advisors L.L.C.

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