Ishares Tr core strm usbd shares owned by JGP Wealth Management
Quarter-by-quarter ownership of Ishares Tr core strm usbd (ISTB) shares owned by JGP Wealth Management
from 13F filings
Historical chart of JGP Wealth Management investment in Ishares Tr core strm usbd
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Quarterly reported holdings in Ishares Tr core strm usbd by JGP Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $4.2M | 89k | 47.56 |
| 2023-09-30 | $2.8M | 59k | 46.38 |
| 2023-06-30 | $2.6M | 56k | 46.64 |
| 2023-03-31 | $2.5M | 54k | 47.16 |
| 2022-12-31 | $2.5M | 55k | 46.44 |
| 2022-09-30 | $2.5M | 55k | 46.01 |
| 2022-06-30 | $2.6M | 54k | 47.41 |
| 2022-03-31 | $2.6M | 54k | 48.05 |
| 2021-12-31 | $2.5M | 49k | 50.24 |
| 2021-09-30 | $2.0M | 40k | 51.07 |
| 2021-06-30 | $1.8M | 36k | 51.28 |
| 2021-03-31 | $1.5M | 30k | 51.30 |
| 2020-12-31 | $1.3M | 25k | 51.61 |
| 2020-09-30 | $1.1M | 22k | 51.52 |
| 2020-06-30 | $1.1M | 21k | 51.50 |
| 2020-03-31 | $1.0M | 21k | 50.88 |
| 2019-12-31 | $855k | 17k | 50.46 |
| 2019-09-30 | $824k | 16k | 50.50 |
| 2019-06-30 | $681k | 14k | 50.43 |
| 2019-03-31 | $425k | 8.5k | 49.88 |
| 2018-12-31 | $276k | 5.6k | 49.13 |