Ishares Tr core tl usd bd shares owned by Burt Wealth Advisors
Quarter-by-quarter ownership of Ishares Tr core tl usd bd (IUSB) shares owned by Burt Wealth Advisors
from 13F filings
Historical chart of Burt Wealth Advisors investment in Ishares Tr core tl usd bd
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Quarterly reported holdings in Ishares Tr core tl usd bd by Burt Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $795k | 17k | 47.12 |
| 2024-06-30 | $802k | 18k | 45.22 |
| 2024-03-31 | $827k | 18k | 45.59 |
| 2023-12-31 | $815k | 18k | 46.07 |
| 2023-09-30 | $672k | 15k | 43.72 |
| 2023-06-30 | $364k | 8.0k | 45.47 |
| 2023-03-31 | $369k | 8.0k | 46.15 |
| 2022-12-31 | $333k | 7.4k | 44.94 |
| 2022-09-30 | $330k | 7.4k | 44.53 |
| 2022-06-30 | $347k | 7.4k | 46.83 |
| 2022-03-31 | $368k | 7.4k | 49.66 |
| 2021-12-31 | $392k | 7.4k | 52.90 |
| 2021-09-30 | $395k | 7.4k | 53.31 |
| 2021-06-30 | $396k | 7.4k | 53.44 |
| 2021-03-31 | $391k | 7.4k | 52.77 |
| 2020-12-31 | $413k | 7.6k | 54.52 |
| 2020-09-30 | $408k | 7.5k | 54.39 |
| 2020-06-30 | $408k | 7.5k | 54.39 |
| 2020-03-31 | $394k | 7.5k | 52.52 |
| 2019-12-31 | $391k | 7.5k | 52.12 |
| 2019-09-30 | $382k | 7.3k | 52.40 |
| 2019-06-30 | $397k | 7.7k | 51.63 |
| 2019-03-31 | $384k | 7.6k | 50.54 |
| 2018-12-31 | $3.4M | 70k | 49.25 |
| 2018-09-30 | $889k | 18k | 49.12 |
| 2018-06-30 | $304k | 6.2k | 49.35 |
| 2018-03-31 | $143k | 2.9k | 50.00 |
| 2017-12-31 | $145k | 2.9k | 50.70 |
| 2017-09-30 | $146k | 2.9k | 51.05 |
| 2017-06-30 | $145k | 2.9k | 50.70 |
| 2017-03-31 | $144k | 2.9k | 50.35 |