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Ishares Tr core strm usbd shares owned by Fonville Wealth Management

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

Historical chart of Fonville 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 Fonville 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 Fonville Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $5.0M 105k 47.44
2023-12-31 $4.8M 100k 47.56

More positions owned by Fonville Wealth Management

Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Index Fds Small Cp Etf (VB)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
American Centy Etf Tr Avantis Emgmkt (AVEM)
American Centy Etf Tr Us Eqt Etf (AVUS)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Ishares Tr Core S&p Ttl Stk (ITOT)

View all positions for Fonville Wealth Management

Top funds holding Ishares Tr core strm usbd

State of Wisconsin Investment Board
Charles Schwab Investment Management
Trust Point
Bank of America Corporation
Spinnaker Trust
Raymond James & Associates
UBS Group
Mariner Wealth Advisors
Townsend & Associates
Cahaba Wealth Management
Wells Fargo & Company
Prosperity Planning
MBL Wealth
Jpmorgan Chase & Co
Courage Miller Partners

View all funds holding Ishares Tr core strm usbd