Ishares Tr core strm usbd shares owned by Lee Financial
Quarter-by-quarter ownership of Ishares Tr core strm usbd (ISTB) shares owned by Lee Financial
from 13F filings
Historical chart of Lee Financial investment in Ishares Tr core strm usbd
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Quarterly reported holdings in Ishares Tr core strm usbd by Lee Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $349k | 7.3k | 47.56 |
| 2023-09-30 | $340k | 7.3k | 46.38 |
| 2023-06-30 | $356k | 7.6k | 46.64 |
| 2023-03-31 | $459k | 9.7k | 47.16 |
| 2022-12-31 | $1.1M | 23k | 46.44 |
| 2022-09-30 | $964k | 21k | 46.12 |
| 2022-06-30 | $992k | 21k | 47.38 |
| 2022-03-31 | $1.0M | 21k | 48.46 |
| 2021-12-31 | $1.1M | 21k | 50.43 |
| 2021-09-30 | $1.1M | 21k | 51.05 |
| 2021-06-30 | $1.1M | 21k | 51.29 |
| 2021-03-31 | $1.1M | 21k | 51.29 |
| 2020-12-31 | $1.1M | 21k | 51.62 |
| 2020-09-30 | $1.1M | 21k | 51.54 |
| 2020-06-30 | $1.4M | 27k | 51.46 |
| 2020-03-31 | $1.6M | 32k | 50.48 |
| 2019-12-31 | $27M | 533k | 50.40 |
| 2019-09-30 | $26M | 513k | 50.49 |
| 2019-06-30 | $25M | 496k | 50.43 |
| 2019-03-31 | $25M | 496k | 49.86 |
| 2018-12-31 | $24M | 481k | 49.06 |
| 2018-09-30 | $23M | 463k | 49.00 |
| 2018-06-30 | $22M | 446k | 49.08 |
| 2018-03-31 | $17M | 347k | 49.35 |
| 2017-12-31 | $14M | 287k | 49.83 |
| 2017-09-30 | $11M | 217k | 50.27 |
| 2017-06-30 | $8.5M | 169k | 50.26 |
| 2017-03-31 | $7.9M | 157k | 50.12 |
| 2016-12-31 | $2.6M | 52k | 49.99 |