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Ishares Tr core strm usbd shares owned by KFA Private Wealth Group

Quarter-by-quarter ownership of Ishares Tr core strm usbd (ISTB) shares owned by KFA Private Wealth Group from 13F filings

Historical chart of KFA Private Wealth Group 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 KFA Private Wealth Group 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 KFA Private Wealth Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $446k 9.4k 47.44

More positions owned by KFA Private Wealth Group

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Mid Cap Etf (VO)
Vaneck Etf Trust Ig Floating Rate (FLTR)
Ishares Tr Short Treas Bd (SHV)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Russell 2000 Etf (IWM)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Msci Total (IXUS)
Vanguard Index Fds Small Cp Etf (VB)

View all positions for KFA Private Wealth Group

Top funds holding Ishares Tr core strm usbd

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

View all funds holding Ishares Tr core strm usbd