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Ishares Tr core strm usbd shares owned by Pinnacle Private Wealth

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

Historical chart of Pinnacle Private Wealth 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 Pinnacle Private Wealth 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 Pinnacle Private Wealth

Quarter filed Position value Share count Share price at filing
2022-06-30 $519k 11k 47.44
2022-03-31 $530k 11k 48.45
2021-12-31 $562k 11k 50.45

More positions owned by Pinnacle Private Wealth

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Ishares Tr Rus 1000 Grw Etf (IWF)
Home Depot (HD)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Core Div Grwth (DGRO)
Procter & Gamble Company (PG)
Tesla Motors (TSLA)
Ishares U S Etf Tr Blackrock St Mat (NEAR)
Ishares Tr Core High Dv Etf (HDV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr U.s. Tech Etf (IYW)
Chevron Corporation (CVX)

View all positions for Pinnacle Private Wealth

Top funds holding Ishares Tr core strm usbd

Acorns Advisers
State of Wisconsin Investment Board
Trust Point
Charles Schwab Investment Management
BlackRock
Spinnaker Trust
Raymond James Financial Services Advisors
Mariner Wealth Advisors
Townsend & Associates
Bank of America Corporation
Cahaba Wealth Management
UBS Group
Royal Bank of Canada
Prosperity Planning
Jpmorgan Chase & Co

View all funds holding Ishares Tr core strm usbd