Clune & Associates »

Ishares Tr core strm usbd shares owned by Clune & Associates

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

Historical chart of Clune & 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 Clune & Associates consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr core strm usbd by Clune & Associates

Quarter filed Position value Share count Share price at filing
2025-09-30 $8.4M 172k 48.84
2025-06-30 $7.3M 150k 48.65
2025-03-31 $6.9M 142k 48.35
2024-12-31 $6.5M 136k 47.77

More positions owned by Clune & Associates

Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Dimensional Etf Trust Short Duration F (DFSD)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Vanguard Index Fds Value Etf (VTV)
Apple (AAPL)
American Centy Etf Tr Us Large Cap Vlu (AVLV)

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

View all funds holding Ishares Tr core strm usbd