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Ishares Tr core strm usbd shares owned by Shrier Wealth Management

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

Historical chart of Shrier Wealth Management 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 Shrier Wealth Management 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 Shrier Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $859k 18k 48.75

More positions owned by Shrier Wealth Management

Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Growth Etf (VUG)
Spdr Gold Tr Gold Shs (GLD)
Vanguard Index Fds Value Etf (VTV)
Vanguard Specialized Funds Div App Etf (VIG)
JPMorgan Chase & Co. (JPM)
Ishares Tr Core S&p Scp Etf (IJR)
Spdr Series Trust State Street Spd (SDY)
Ishares Gold Tr Ishares New (IAU)
Williams Companies (WMB)
Exxon Mobil Corporation (XOM)
Bank of America Corporation (BAC)
Enbridge (ENB)

View all positions for Shrier Wealth Management

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