Ishares Tr core strm usbd shares owned by Financial Synergies Wealth Advisors
Quarter-by-quarter ownership of Ishares Tr core strm usbd (ISTB) shares owned by Financial Synergies Wealth Advisors
from 13F filings
Historical chart of Financial Synergies Wealth Advisors investment in Ishares Tr core strm usbd
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All positions including Ishares Tr core strm usbd held by Financial Synergies Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Ishares Tr core strm usbd by Financial Synergies Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $3.1M | 65k | 47.44 |
2023-12-31 | $11M | 229k | 46.44 |
2023-09-30 | $11M | 242k | 46.38 |
2023-06-30 | $11M | 237k | 46.64 |
2023-03-31 | $11M | 230k | 47.15 |
2022-12-31 | $11M | 229k | 46.44 |
2022-09-30 | $10M | 226k | 46.10 |
2022-06-30 | $10M | 220k | 47.40 |
2022-03-31 | $8.9M | 183k | 48.46 |
2021-12-31 | $3.6M | 72k | 50.43 |
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