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Ishares Tr core strm usbd shares owned by BCS Private Wealth Management

Quarter-by-quarter ownership of Ishares Tr core strm usbd (ISTB) shares owned by BCS Private Wealth Management from 13F filings

Historical chart of BCS Private Wealth Management investment in Ishares Tr core strm usbd

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr core strm usbd held by BCS Private Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr core strm usbd by BCS Private Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $244k 5.0k 48.75

More positions owned by BCS Private Wealth Management

2023 Etf Series Trust Eagle Capital Se (EAGL)
Microsoft Corporation (MSFT)
JPMorgan Chase & Co. (JPM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr Core Msci Eafe (IEFA)
Thermo Fisher Scientific (TMO)
Ishares Tr Us Aer Def Etf (ITA)
Waste Management (WM)
Newmont Mining Corporation (NEM)
Oscar Health Cl A (OSCR)

View all positions for BCS Private Wealth Management

Top funds holding Ishares Tr core strm usbd

Acorns Advisers
BlackRock
State of Wisconsin Investment Board
Charles Schwab Investment Management
Raymond James Financial
Trust Point
SHP Wealth Management
Jones Financial Companies, L.L
Spinnaker Trust
Mariner Wealth Advisors
Townsend & Associates
Cahaba Wealth Management
Prosperity Planning
UBS Group
LPL Financial

View all funds holding Ishares Tr core strm usbd