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Ishares Tr core tl usd bd shares owned by 5T Wealth

Quarter-by-quarter ownership of Ishares Tr core tl usd bd (IUSB) shares owned by 5T Wealth from 13F filings

Historical chart of 5T Wealth investment in Ishares Tr core tl usd bd

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr core tl usd bd held by 5T Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr core tl usd bd by 5T Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $17M 353k 46.71
2025-06-30 $16M 338k 46.23
2025-03-31 $16M 354k 46.08
2024-12-31 $16M 354k 45.20

More positions owned by 5T Wealth

Ishares Tr Core Total Usd (IUSB)
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)
Ishares Tr Msci Usa Qlt Fct (QUAL)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Ishares Tr Core S&p500 Etf (IVV)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Capital Group Growth Etf Shs Creation Uni (CGGR)
J P Morgan Exchange Traded F Betabuilders I (BBIN)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 100 Etf (OEF)
J P Morgan Exchange Traded F Us Momentum (JMOM)
Ishares Core Msci Emkt (IEMG)
Vanguard Whitehall Fds Intl High Etf (VYMI)

View all positions for 5T Wealth

Top funds holding Ishares Tr core tl usd bd

Envestnet Asset Management
Jones Financial Companies, L.L
BlackRock
Wells Fargo & Company
LPL Financial
Northwestern Mutual Wealth Management Company
Morgan Stanley
Jpmorgan Chase & Co
CWM
Mariner Wealth Advisors
Envestnet Portfolio Solutions
Ameriprise Financial
Cetera Investment Advisers
Bank of New York Mellon
Park Avenue Securities

View all funds holding Ishares Tr core tl usd bd