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Ishares Tr core strm usbd shares owned by Wellington Wealth Strategies

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

Historical chart of Wellington Wealth Strategies 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 Wellington Wealth Strategies 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 Wellington Wealth Strategies

Quarter filed Position value Share count Share price at filing
2024-09-30 $423k 8.8k 48.04
2024-03-31 $461k 9.7k 47.44
2023-12-31 $1.0M 21k 47.56
2020-12-31 $1.0M 21k 47.56

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Meta Platforms Inc Class A Cl A (META)
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Oracle Corporation (ORCL)
Merck & Co (MRK)
Adobe Systems Incorporated (ADBE)

View all positions for Wellington Wealth Strategies

Top funds holding Ishares Tr core strm usbd

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

View all funds holding Ishares Tr core strm usbd