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Ishares Tr core strm usbd shares owned by ProVise Management Group

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

Historical chart of ProVise Management Group 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 ProVise Management 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 ProVise Management Group

Quarter filed Position value Share count Share price at filing
2023-09-30 $227k 4.9k 46.38
2023-06-30 $261k 5.6k 46.64
2023-03-31 $409k 8.7k 47.16

More positions owned by ProVise Management Group

Ishares Tr Core Div Grwth (DGRO)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
JPMorgan Chase & Co. (JPM)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard World Mega Cap Index (MGC)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Amazon (AMZN)
Oracle Corporation (ORCL)
Wells Fargo & Company (WFC)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Mid Cap Etf (VO)
Philip Morris International (PM)

View all positions for ProVise Management 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