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Ishares Tr core tl usd bd shares owned by Aegis Wealth Management

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

Historical chart of Aegis Wealth Management 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 Aegis Wealth Management 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 Aegis Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $543k 12k 46.54

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Northern Lts Fd Tr Iii Hcm Defnd 100 (QQH)
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Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Eli Lilly & Co. (LLY)
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Lowe's Companies (LOW)
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View all positions for Aegis Wealth Management

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
Jpmorgan Chase & Co
CWM
Mariner Wealth Advisors
Envestnet Portfolio Solutions
Ameriprise Financial
Bank of New York Mellon
Cetera Investment Advisers
Park Avenue Securities
Mml Investors Services

View all funds holding Ishares Tr core tl usd bd