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Ishares Tr core strm usbd shares owned by Calton & Associates

Quarter-by-quarter ownership of Ishares Tr core strm usbd (ISTB) shares owned by Calton & Associates from 13F filings

Historical chart of Calton & Associates 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 Calton & Associates 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 Calton & Associates

Quarter filed Position value Share count Share price at filing
2025-12-31 $458k 9.4k 48.75
2022-03-31 $258k 5.3k 48.42
2020-09-30 $210k 4.1k 51.51
2020-06-30 $217k 4.2k 51.56

More positions owned by Calton & Associates

Invesco Qqq Tr Unit Ser 1 (QQQ)
Northern Lts Fd Tr Ii Peakshares Secto (PSTR)
Spdr Series Trust State Street Spd (SPYM)
Apple (AAPL)
Fidelity Covington Trust High Divid Etf (FDVV)
Wisdomtree Tr Floatng Rat Trea (USFR)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Spdr Series Trust State Street Spd (BIL)
Invesco Actively Managed Exc Var Rate Invt (VRIG)
Vanguard World Financials Etf (VFH)
Vanguard Index Fds Growth Etf (VUG)
Select Sector Spdr Tr State Street Tec (XLK)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Spdr Series Trust State Street Spd (FLRN)
Vanguard World Mega Cap Index (MGC)

View all positions for Calton & Associates

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
Jones Financial Companies, L.L
Spinnaker Trust
Mariner Wealth Advisors
Townsend & Associates
Cahaba Wealth Management
Prosperity Planning
UBS Group
LPL Financial
Jpmorgan Chase & Co

View all funds holding Ishares Tr core strm usbd