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Ishares Tr core tl usd bd shares owned by Atlas Private Wealth Advisors

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

Historical chart of Atlas Private Wealth Advisors 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 Atlas Private Wealth Advisors 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 Atlas Private Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $321k 6.8k 47.11
2024-06-30 $300k 6.6k 45.22

More positions owned by Atlas Private Wealth Advisors

Spdr Ser Tr Portfolio S&p400 (SPMD)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Spdr Ser Tr Portfli High Yld (SPHY)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
First Tr Nas100 Eq Weighted SHS (QQEW)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ishares Tr Core Div Grwth (DGRO)
Spdr Ser Tr Ice Pfd Sec Etf (PSK)
Select Sector Spdr Tr Financial (XLF)
Invesco Exchange Traded Fd T Large Cap Value (PWV)

View all positions for Atlas Private Wealth Advisors

Top funds holding Ishares Tr core tl usd bd

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

View all funds holding Ishares Tr core tl usd bd