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Ishares Tr core tl usd bd shares owned by Coordinated Financial Services

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

Historical chart of Coordinated Financial Services 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 Coordinated Financial Services 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 Coordinated Financial Services

Quarter filed Position value Share count Share price at filing
2024-06-30 $609k 14k 45.22
2024-03-31 $621k 14k 45.59

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Ishares Tr Core S&p500 Etf (IVV)
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Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Msci Eafe Etf (EFA)
Spdr Gold Tr Gold Shs (GLD)
Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Mbs Etf (MBB)
NVIDIA Corporation (NVDA)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)

View all positions for Coordinated Financial Services

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