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Ishares Tr core strm usbd shares owned by Planning Directions

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

Historical chart of Planning Directions 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 Planning Directions 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 Planning Directions

Quarter filed Position value Share count Share price at filing
2026-03-31 $4.6M 96k 48.46

More positions owned by Planning Directions

Ishares Tr S&p 500 Val Etf (IVE)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Specialized Funds Div App Etf (VIG)
Victory Portfolios Ii Core Intermediat (UITB)
Apple (AAPL)
J P Morgan Exchange Traded F Income Etf (JPIE)
Vanguard World Mega Cap Val Etf (MGV)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Fidelity Merrimack Str Tr Low Durtin Etf (FLDR)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)

View all positions for Planning Directions

Top funds holding Ishares Tr core strm usbd

Acorns Advisers
BlackRock
State of Wisconsin Investment Board
Charles Schwab Investment Management
Raymond James Financial
SHP Wealth Management
Jones Financial Companies, L.L
Spinnaker Trust
Mariner Wealth Advisors
Townsend & Associates
Trust Point
Cahaba Wealth Management
Prosperity Planning
UBS Group
LPL Financial

View all funds holding Ishares Tr core strm usbd