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Ishares Tr core strm usbd shares owned by Wealth Architects

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

Historical chart of Wealth Architects 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 Wealth Architects 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 Wealth Architects

Quarter filed Position value Share count Share price at filing
2025-09-30 $222k 4.5k 48.84
2025-06-30 $221k 4.5k 48.65
2025-03-31 $344k 7.1k 48.35
2024-12-31 $279k 5.8k 47.77

More positions owned by Wealth Architects

Ishares Tr Core S&p500 Etf (IVV)
Flexshares Tr Iboxx 5yr Trgt (TDTF)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Specialized Funds Div App Etf (VIG)
Apple (AAPL)
Spdr Index Shs Fds S&p Gblinf Etf (GII)
Lam Research Corp Com New (LRCX)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for Wealth Architects

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