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Ishares Tr core strm usbd shares owned by Townsend Financial Planning

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

Historical chart of Townsend Financial Planning 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 Townsend Financial Planning 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 Townsend Financial Planning

Quarter filed Position value Share count Share price at filing
2026-03-31 $6.5M 133k 48.46

More positions owned by Townsend Financial Planning

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr Core Msci Total (IXUS)
Fidelity Covington Trust Msci Rl Est Etf (FREL)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
Ishares Tr Tips Bd Etf (TIP)
Fidelity Covington Trust Enhanced Intl (FENI)
Vanguard World Esg Us Stk Etf (ESGV)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Fidelity Covington Trust Enhanced Mid (FMDE)

View all positions for Townsend Financial Planning

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
Townsend & Associates
Financial Solutions Advisory Group
Cahaba Wealth Management
Prosperity Planning
Trust Point
Apella Capital

View all funds holding Ishares Tr core strm usbd