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Ishares Tr core tl usd bd shares owned by KWB Wealth

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

Historical chart of KWB Wealth 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 KWB Wealth 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 KWB Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $9.3M 204k 45.59

More positions owned by KWB Wealth

Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Invesco Actively Managed Etf Total Return (GTO)
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)
Spdr Ser Tr Port Mtg Bk Etf (SPMB)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)

View all positions for KWB Wealth

Top funds holding Ishares Tr core tl usd bd

Wells Fargo & Company
CWM
Envestnet Portfolio Solutions
Jpmorgan Chase & Co
Park Avenue Securities
Advisor Group Holdings
Janney Montgomery Scott
Bank of New York Mellon
Pnc Financial Services
Mariner Wealth Advisors
United Capital Financial Advisers
SigFig Wealth Management
Commonwealth Equity Services
Private Ocean
JB Capital

View all funds holding Ishares Tr core tl usd bd