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Ishares Tr core tl usd bd shares owned by Apella Capital

Quarter-by-quarter ownership of Ishares Tr core tl usd bd (IUSB) shares owned by Apella Capital from 13F filings

Historical chart of Apella Capital investment in Ishares Tr core tl usd bd

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr core tl usd bd held by Apella Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr core tl usd bd by Apella Capital

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.0M 44k 45.15
2023-12-31 $2.3M 51k 45.67
2023-09-30 $725k 17k 43.71

More positions owned by Apella Capital

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard World Mega Cap Index (MGC)
Ishares Tr Msci Usa Mmentm (MTUM)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Index Fds Value Etf (VTV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Us Equity Etf (DFUS)

View all positions for Apella Capital

Top funds holding Ishares Tr core tl usd bd

Envestnet Asset Management
BlackRock
Wells Fargo & Company
LPL Financial
Northwestern Mutual Wealth Management Company
CWM
Envestnet Portfolio Solutions
Morgan Stanley
Jpmorgan Chase & Co
Park Avenue Securities
Ameriprise Financial
Janney Montgomery Scott
Bank of New York Mellon
Mariner Wealth Advisors
United Capital Financial Advisers

View all funds holding Ishares Tr core tl usd bd