Tilia Fiduciary Partners’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Tilia Fiduciary Partners’s Portfolio IMCB Stock Details IMCB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-210	Closed	-$13.3K	–	266
2023 Q2	$13.3K	Buy	210 +1	+0.5%	+$60	0.01%	351
2023 Q1	$12.7K	Buy	209 +1	+0.5%	+$61	0.01%	355
2022 Q4	$12.2K	Buy	208 +1	+0.5%	+$58	0.01%	344
2022 Q3	$11K	Buy	207 +1	+0.5%	+$60	0.01%	364
2022 Q2	$12K	Buy	206 +1	+0.5%	+$62	0.01%	366
2022 Q1	$14K	Hold	205	–	–	0.01%	369
2021 Q4	$15K	Buy	+205	New	+$14.4K	0.01%	376

Other funds holding IMCB

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MTC

Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Tilia Fiduciary Partners's IMCB Position: Q3 2023 in Review

Tilia Fiduciary Partners sold out of iShares Morningstar Mid-Cap ETF (IMCB) in Q3 2023, closing a stake of 210 shares — an estimated $13.3K sold.

Tilia Fiduciary Partners first reported a position in IMCB in Q4 2021 and held it in 7 quarters. The position peaked at $15K in Q4 2021. 154 funds tracked by Wall St. Rank hold IMCB as of Q3 2023.

Tilia Fiduciary Partners reported no remaining iShares Morningstar Mid-Cap ETF position as of Q3 2023 after selling out during the quarter.
Tilia Fiduciary Partners sold 210 iShares Morningstar Mid-Cap ETF shares in Q3 2023, an estimated $13.3K.
Tilia Fiduciary Partners first reported a position in iShares Morningstar Mid-Cap ETF in Q4 2021 and held it in 7 quarters.
Tilia Fiduciary Partners's iShares Morningstar Mid-Cap ETF position peaked at $15K in Q4 2021.
154 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q3 2023.

Based on Tilia Fiduciary Partners's 13F filing for Q3 2023, filed 10 Oct 2023.