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Ishares Tr core tl usd bd shares owned by WCG Wealth Advisors

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

Historical chart of WCG Wealth 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 WCG Wealth 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 WCG Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $6.9M 150k 46.07
2023-09-30 $12M 273k 43.72
2023-06-30 $12M 253k 45.47

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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