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Ishares Tr core strm usbd shares owned by Copia Wealth Management

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

Historical chart of Copia 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 Copia 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 Copia Wealth Management

Quarter filed Position value Share count Share price at filing
2025-03-31 $11k 220 48.35
2024-12-31 $11k 220 47.77

More positions owned by Copia Wealth Management

Strive Enhanced Income Short Maturity Etf Etf (BUXX)
Spdr Portfolio S&p 500 Etf Etf (SPLG)
Us Treasury 3 Month Bill Etf Etf (TBIL)
Spdr Gold Shares Etf (GLD)
Us Treasury 6 Month Bill Etf Etf (XBIL)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
Ishares 0-5 Year Tips Bond Etf Etf (STIP)
Invesco S&p 500 Top 50 Etf Etf (XLG)
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)
Ishares Msci Eafe Etf Etf (EFA)
Vanguard Russell 2000 Etf Etf (VTWO)
Eldridge Aaa Clo Etf Etf (CLOX)
Simplify Health Care Etf Etf (PINK)
Pacer Us Small Cap Cash Cows Etf Etf (CALF)

View all positions for Copia 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
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