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Ishares Tr core tl usd bd shares owned by Comprehensive Financial Planning

Quarter-by-quarter ownership of Ishares Tr core tl usd bd (IUSB) shares owned by Comprehensive Financial Planning from 13F filings

Historical chart of Comprehensive Financial Planning 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 Comprehensive Financial Planning 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 Comprehensive Financial Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $5.0k 108 46.54
2025-09-30 $5.0k 108 46.71
2025-06-30 $10k 216 46.23
2025-03-31 $10k 216 46.08
2024-12-31 $9.8k 216 45.20

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View all positions for Comprehensive Financial Planning

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