Rooted Wealth Advisors »

Ishares Tr core strm usbd shares owned by Rooted Wealth Advisors

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

Historical chart of Rooted Wealth Advisors 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 Rooted Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr core strm usbd by Rooted Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.6M 97k 47.17
2023-12-31 $4.5M 94k 47.46
2023-09-30 $3.8M 82k 46.72
2023-06-30 $589k 13k 46.41