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Usaa Intermediate Term Bond Fund shares owned by Encompass Wealth Advisors

Quarter-by-quarter ownership of Usaa Intermediate Term Bond Fund (USIBX) shares owned by Encompass Wealth Advisors from 13F filings

Historical chart of Encompass Wealth Advisors investment in Usaa Intermediate Term Bond Fund

Tip: Access up to 7 years of quarterly data

All positions including Usaa Intermediate Term Bond Fund held by Encompass Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Usaa Intermediate Term Bond Fund by Encompass Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $210k 24k 8.77
2023-06-30 $217k 24k 9.09
2023-03-31 $219k 24k 9.21
2022-12-31 $211k 24k 8.97
2022-09-30 $207k 23k 8.89
2022-06-30 $215k 23k 9.32
2022-03-31 $228k 23k 9.95
2021-12-31 $241k 23k 10.57
2021-09-30 $241k 22k 10.91

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iShares Core S&P Small-Cap ETF Exchange Traded Fund (IJR)
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Microsoft Corp Common Stock (MSFT)
Apple Common Stock (AAPL)
Columbia Contrarian Core Inst2 Mutual Fund (COFRX)
Vanguard FTSE Developed Markets ETF Exchange Traded Fund (VEA)
BlackRock Core Bond Instl Mutual Fund (BFMCX)
Vanguard PRIMECAP Core Inv Mutual Fund (VPCCX)
Costco Wholesale Corp Common Stock (COST)

View all positions for Encompass Wealth Advisors