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Ishares Tr core tl usd bd shares owned by Triangle Securities Wealth Management

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

Historical chart of Triangle Securities Wealth Management 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 Triangle Securities Wealth Management 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 Triangle Securities Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $6.9M 149k 46.07
2023-09-30 $5.4M 124k 43.72
2023-06-30 $3.7M 81k 45.47
2023-03-31 $3.1M 67k 46.15
2022-12-31 $1.7M 37k 44.93

More positions owned by Triangle Securities Wealth Management

Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard World Fds Inf Tech Etf (VGT)
Microsoft Corporation (MSFT)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Blackstone Group Inc Com Cl A (BX)
Alphabet Cap Stk Cl C (GOOG)
Managed Portfolio Series Tortoise Nram Pi (TPYP)
Ishares Tr Core Total Usd (IUSB)
Kkr & Co (KKR)
Apple (AAPL)
Advisors Inner Circle Fd Iii Strategas Macro (SAMT)
Ishares Tr Core S&p Mcp Etf (IJH)
Lowe's Companies (LOW)
Ishares Tr Core S&p Scp Etf (IJR)
JPMorgan Chase & Co. (JPM)

View all positions for Triangle Securities Wealth Management

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
Bank of New York Mellon
Janney Montgomery Scott
Pnc Financial Services
Mariner Wealth Advisors
United Capital Financial Advisers
SigFig Wealth Management
Private Ocean
Commonwealth Equity Services
Hanson McClain Advisors

View all funds holding Ishares Tr core tl usd bd