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Ishares Tr core strm usbd shares owned by Keystone Financial Group

Quarter-by-quarter ownership of Ishares Tr core strm usbd (ISTB) shares owned by Keystone Financial Group from 13F filings

Historical chart of Keystone Financial Group investment in Ishares Tr core strm usbd

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All positions including Ishares Tr core strm usbd held by Keystone Financial Group 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 Keystone Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 22k 48.84
2025-06-30 $2.2M 45k 48.45
2025-03-31 $1.9M 40k 48.26
2024-12-31 $303k 6.4k 47.77

More positions owned by Keystone Financial Group

Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Specialized Funds Div App Etf (VIG)
Fb Finl (FBK)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Blackrock Etf Trust Ii Ishares Intermed (INMU)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Mun Bd Fds Short Tax Exempt (VSDM)
Ishares U S Etf Tr Short Maturity M (MEAR)
Blackrock Etf Trust Ii Ishares Total Re (BRTR)
Ishares Tr Short Treas Bd (SHV)

View all positions for Keystone Financial Group

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