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

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

Historical chart of Coldstream Capital 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 Coldstream Capital 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 Coldstream Capital Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $1.9M 42k 45.22
2024-03-31 $1.6M 35k 45.59
2023-12-31 $972k 21k 46.07

More positions owned by Coldstream Capital Management

Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Proshares Tr S&p Mdcp 400 Div (REGL)
Ishares Tr Hdg Msci Eafe (HEFA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Vanguard Index Fds Growth Etf (VUG)
Apple (AAPL)
Ishares Tr Rusel 2500 Etf (SMMD)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Vanguard Index Fds Mid Cap Etf (VO)
Spdr Ser Tr Bloomberg 3-12 M (BILS)

View all positions for Coldstream Capital Management

Top funds holding Ishares Tr core tl usd bd

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

View all funds holding Ishares Tr core tl usd bd