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Ishares Tr core strm usbd shares owned by Kelman-Lazarov

Quarter-by-quarter ownership of Ishares Tr core strm usbd (ISTB) shares owned by Kelman-Lazarov from 13F filings

Historical chart of Kelman-Lazarov 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 Kelman-Lazarov consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr core strm usbd by Kelman-Lazarov

Quarter filed Position value Share count Share price at filing
2023-12-31 $320k 6.7k 47.56
2023-09-30 $312k 6.7k 46.38
2023-06-30 $464k 9.9k 46.64
2023-03-31 $469k 9.9k 47.16

More positions owned by Kelman-Lazarov

Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Goldman Sachs Etf Tr Activebeta Int (GSIE)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Pimco Etf Tr Active Bd Etf (BOND)
Spdr Ser Tr Bloomberg 3-12 M (BILS)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Gnma Bond Etf (GNMA)
Ishares Tr Core S&p Mcp Etf (IJH)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Schwab Strategic Tr Intl Eqty Etf (SCHF)

View all positions for Kelman-Lazarov

Top funds holding Ishares Tr core strm usbd

State of Wisconsin Investment Board
Charles Schwab Investment Management
Trust Point
Bank of America Corporation
Spinnaker Trust
Raymond James & Associates
UBS Group
Mariner Wealth Advisors
Townsend & Associates
Cahaba Wealth Management
Wells Fargo & Company
Prosperity Planning
MBL Wealth
Jpmorgan Chase & Co
Courage Miller Partners

View all funds holding Ishares Tr core strm usbd