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Ishares Tr core strm usbd shares owned by SVA Plumb Wealth Management

Quarter-by-quarter ownership of Ishares Tr core strm usbd (ISTB) shares owned by SVA Plumb Wealth Management from 13F filings

Historical chart of SVA Plumb Wealth Management 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 SVA Plumb Wealth Management 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 SVA Plumb Wealth Management

Quarter filed Position value Share count Share price at filing
2020-12-31 $307k 5.9k 51.61
2020-09-30 $207k 4.0k 51.66
2020-06-30 $206k 4.0k 51.41

More positions owned by SVA Plumb Wealth Management

Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
J P Morgan Exchange-traded F Jpmorgan Diver (JPUS)
Ishares Tr Core S&p Scp Etf (IJR)
Apple (AAPL)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Visa Com Cl A (V)
Vanguard Index Fds Growth Etf (VUG)
Johnson & Johnson (JNJ)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)

View all positions for SVA Plumb Wealth Management

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