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Ishares Tr core strm usbd shares owned by Burkett Financial Services

Quarter-by-quarter ownership of Ishares Tr core strm usbd (ISTB) shares owned by Burkett Financial Services from 13F filings

Historical chart of Burkett Financial Services investment in Ishares Tr core strm usbd

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All positions including Ishares Tr core strm usbd held by Burkett Financial Services 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 Burkett Financial Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $31k 636 48.70
2024-06-30 $29k 607 47.40
2024-03-31 $203k 4.3k 47.44
2023-12-31 $212k 4.5k 47.57

More positions owned by Burkett Financial Services

Schwab US Large Cap Growth ETF Equity (SCHG)
Schwab US Dividend Equity ETF Equity (SCHD)
Vanguard FTSE Developed Markets ETF Equity (VEA)
MSCI EAFA Hedged Dollar ETF Equity (DBEF)
Eagle Capital Select Equity ETF Equity (EAGL)
iShares MSCI Min Vol Emerging Markets ETF Equity (EEMV)
Calamos S&P Structured ALT ETF Equity
iShares S&P 400 Mid Index Equity (IJH)
iShares S&P 600 Small Cap Index Equity (IJR)
Vanguard Intermediate Treasury ETF Equity (VGIT)
Apple Equity (AAPL)
Microsoft Corp Equity (MSFT)
Schwab Mid Cap Blend ETF Equity (SCHM)
Schwab International Equity ETF Equity (SCHF)
Vanguard High Dividend Yield ETF Equity (VYM)

View all positions for Burkett Financial Services

Top funds holding Ishares Tr core strm usbd

Acorns Advisers
Trust Point
Charles Schwab Investment Management
BlackRock
BlackRock
Raymond James Financial Services Advisors
Spinnaker Trust
Mariner Wealth Advisors
Townsend & Associates
Bank of America Corporation
Cahaba Wealth Management
Royal Bank of Canada
Prosperity Planning
Jpmorgan Chase & Co
MBL Wealth

View all funds holding Ishares Tr core strm usbd