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Ishares Tr core strm usbd shares owned by Stone Point Wealth

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

Historical chart of Stone Point Wealth 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 Stone Point Wealth 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 Stone Point Wealth

Quarter filed Position value Share count Share price at filing
2026-06-30 $782k 16k 48.25

More positions owned by Stone Point Wealth

Microsoft Corporation (MSFT)
Vanguard Index Fds Value Etf (VTV)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Series Trust St Str P500etf (SPYM)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Alphabet Cap Stk Cl C (GOOG)
Dimensional Etf Trust Internatnal Val (DFIV)
Spdr Series Trust St Str P500val (SPYV)
JPMorgan Chase & Co. (JPM)
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Core S&p500 Etf (IVV)
Taiwan Semiconductor Manufac Sponsored Ads (TSM)
Vanguard Index Fds Growth Etf (VUG)

View all positions for Stone Point Wealth

Top funds holding Ishares Tr core strm usbd

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

View all funds holding Ishares Tr core strm usbd