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Ishares Tr core strm usbd shares owned by Sterling Investment Advisors

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

Historical chart of Sterling Investment 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 Sterling Investment Advisors 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 Sterling Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $5.7M 121k 47.44
2023-12-31 $5.5M 116k 47.56
2023-09-30 $6.1M 131k 46.38
2023-06-30 $5.9M 127k 46.64
2023-03-31 $5.7M 122k 47.16
2022-12-31 $5.5M 118k 46.44
2022-09-30 $5.2M 112k 46.10
2022-06-30 $6.3M 134k 47.40
2022-03-31 $8.0M 165k 48.46
2021-12-31 $8.6M 170k 50.43
2021-09-30 $9.0M 176k 51.07
2021-06-30 $8.4M 164k 51.29
2021-03-31 $9.0M 176k 51.29
2020-12-31 $9.3M 179k 51.64
2020-09-30 $6.9M 134k 51.55
2020-06-30 $6.4M 125k 51.47
2020-03-31 $6.1M 120k 50.50
2019-12-31 $6.5M 130k 50.40
2019-09-30 $6.5M 128k 50.49
2019-06-30 $6.3M 125k 50.43
2019-03-31 $6.1M 123k 49.86
2018-12-31 $6.0M 122k 49.06
2018-09-30 $6.3M 129k 49.00
2018-06-30 $6.0M 123k 49.08
2018-03-31 $3.6M 73k 49.35
2017-12-31 $3.3M 66k 49.83
2017-09-30 $2.7M 55k 50.26
2017-06-30 $2.7M 55k 50.26
2017-03-31 $2.6M 52k 50.12
2016-12-31 $2.6M 51k 50.00
2016-09-30 $2.9M 57k 50.64
2016-06-30 $2.5M 25k 101.55
2016-03-31 $2.5M 25k 100.63
2015-12-31 $2.6M 26k 99.28
2015-09-30 $3.1M 31k 100.33
2015-06-30 $2.8M 28k 100.36
2015-03-31 $2.8M 28k 100.91
2014-12-31 $2.8M 28k 100.21

More positions owned by Sterling Investment Advisors

Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Core Msci Emkt (IEMG)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Index Fds Value Etf (VTV)
Ishares Jp Morgan Em Etf (LEMB)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr A Rate Cp Bd Etf (QLTA)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Ishares Tr S&p 500 Val Etf (IVE)
Spdr Index Shs Fds Glb Nat Resrce (GNR)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Ishares Tr Tips Bd Etf (TIP)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Msci Eafe Etf (EFA)

View all positions for Sterling Investment Advisors

Top funds holding Ishares Tr core strm usbd

State of Wisconsin Investment Board
Charles Schwab Investment Management
Trust Point
Bank of America Corporation
Spinnaker Trust
Raymond James & Associates
UBS Group
Mariner Wealth Advisors
Townsend & Associates
Cahaba Wealth Management
Wells Fargo & Company
Prosperity Planning
MBL Wealth
Jpmorgan Chase & Co
Courage Miller Partners

View all funds holding Ishares Tr core strm usbd