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Ishares Tr core strm usbd shares owned by Wealth Management Resources

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

Historical chart of Wealth Management Resources 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 Management Resources 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 Management Resources

Quarter filed Position value Share count Share price at filing
2024-12-31 $14M 297k 47.77
2024-09-30 $10M 206k 48.68
2024-06-30 $9.8M 203k 48.37
2024-03-31 $8.5M 178k 47.44
2023-12-31 $8.0M 168k 47.56

More positions owned by Wealth Management Resources

Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Msci Usa Smcp Mn (SMMV)
Wisdomtree Tr Em Ex St-owned (XSOE)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Schwab Strategic Tr Us Reit Etf (SCHH)
Ishares Tr National Mun Etf (MUB)
Spdr Ser Tr Portfolio S&p500 (SPLG)

View all positions for Wealth Management Resources

Top funds holding Ishares Tr core strm usbd

Acorns Advisers
State of Wisconsin Investment Board
Trust Point
Charles Schwab Investment Management
BlackRock
Raymond James Financial Services Advisors
Spinnaker Trust
Mariner Wealth Advisors
Townsend & Associates
Bank of America Corporation
Cahaba Wealth Management
UBS Group
Royal Bank of Canada
Prosperity Planning
Jpmorgan Chase & Co

View all funds holding Ishares Tr core strm usbd