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Ishares Tr core tl usd bd shares owned by Capital Investment Management

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

Historical chart of Capital Investment 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 Capital Investment 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 Capital Investment Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $4.0M 87k 46.54

More positions owned by Capital Investment Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Series Trust State Street Spd (SPYM)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Series Trust State Street Spd (SPAB)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Dimensional Etf Trust Us Equity Market (DFUS)
Vanguard Index Fds Extend Mkt Etf (VXF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Series Trust State Street Spd (SPTL)
Ishares Tr Core Univrsl Usd (IUSB)
Ishares Tr S&p 500 Val Etf (IVE)
Spdr Series Trust State Street Spd (TFI)

View all positions for Capital Investment 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
CWM
Mariner Wealth Advisors
Envestnet Portfolio Solutions
Ameriprise Financial
Bank of New York Mellon
Cetera Investment Advisers
Park Avenue Securities
Mml Investors Services
Janney Montgomery Scott

View all funds holding Ishares Tr core tl usd bd