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Ishares Tr core tl usd bd shares owned by Morris Retirement Advisors

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

Historical chart of Morris Retirement Advisors 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 Morris Retirement Advisors 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 Morris Retirement Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $792k 17k 46.07
2023-09-30 $663k 15k 43.72
2023-06-30 $6.0M 132k 45.47

More positions owned by Morris Retirement Advisors

Ishares Tr Core S&p500 Etf (IVV)
Invesco Exchange Traded Fd T Dj Indl Avg Dv (DJD)
J P Morgan Exchange Traded F Income Etf (JPIE)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Microsoft Corporation (MSFT)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Ssga Active Etf Tr Blackstone Senr (SRLN)
First Tr Exchange-traded Rba Indl Etf (AIRR)
Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE)
Ishares Tr Us Aer Def Etf (ITA)
Apple (AAPL)
Amazon (AMZN)

View all positions for Morris Retirement Advisors

Top funds holding Ishares Tr core tl usd bd

BlackRock
Wells Fargo & Company
LPL Financial
CWM
Envestnet Portfolio Solutions
Jpmorgan Chase & Co
Park Avenue Securities
Janney Montgomery Scott
Bank of New York Mellon
Resources Investment Advisors
Pnc Financial Services
Mariner Wealth Advisors
United Capital Financial Advisers
SigFig Wealth Management
Commonwealth Equity Services

View all funds holding Ishares Tr core tl usd bd