Ishares Tr core strm usbd shares owned by Beacon Financial Advisory
Quarter-by-quarter ownership of Ishares Tr core strm usbd (ISTB) shares owned by Beacon Financial Advisory
from 13F filings
Historical chart of Beacon Financial Advisory investment in Ishares Tr core strm usbd
Tip: Access up to 7 years of quarterly data
All positions including Ishares Tr core strm usbd held by Beacon Financial Advisory consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Ishares Tr core strm usbd by Beacon Financial Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $768k | 16k | 47.44 |
| 2023-12-31 | $772k | 16k | 47.56 |
| 2023-09-30 | $775k | 17k | 46.38 |
| 2023-06-30 | $733k | 16k | 46.64 |
| 2023-03-31 | $734k | 16k | 47.16 |
| 2022-12-31 | $573k | 12k | 46.44 |
| 2022-09-30 | $268k | 5.8k | 46.14 |
| 2022-06-30 | $275k | 5.8k | 47.35 |
| 2022-03-31 | $308k | 6.4k | 48.44 |
| 2021-12-31 | $430k | 8.5k | 50.48 |
| 2021-09-30 | $564k | 11k | 51.09 |
| 2021-06-30 | $575k | 11k | 51.26 |
| 2021-03-31 | $915k | 18k | 51.29 |
| 2020-12-31 | $908k | 18k | 51.61 |
| 2020-09-30 | $640k | 12k | 51.52 |
| 2020-06-30 | $365k | 7.1k | 51.45 |
| 2020-03-31 | $271k | 5.4k | 50.35 |
| 2019-12-31 | $316k | 6.3k | 50.39 |