TFC Financial Management »

Ishares Tr core strm usbd shares owned by TFC Financial Management

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

Historical chart of TFC Financial 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 TFC Financial Management 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 TFC Financial Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $945k 19k 48.84
2025-06-30 $941k 19k 48.65

More positions owned by TFC Financial Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Msci Intl (IDEV)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Core Msci Emkt (IEMG)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard Index Fds Large Cap Etf (VV)
Apple (AAPL)
Nushares Etf Tr Nuveen Esg Emrgn (NUEM)
Johnson & Johnson (JNJ)
Microsoft Corporation (MSFT)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Exxon Mobil Corporation (XOM)

View all positions for TFC Financial 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