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Ishares Tr core tl usd bd shares owned by Elite Financial

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

Historical chart of Elite Financial 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 Elite Financial 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 Elite Financial

Quarter filed Position value Share count Share price at filing
2024-12-31 $12M 258k 45.20

More positions owned by Elite Financial

Schwab Strategic Tr us dividend eq (SCHD)
Vanguard Value ETF (VTV)
Vanguard Scottsdale Fds vng rus1000grw (VONG)
iShares S&P 500 Index (IVV)
Ishares Tr core tl usd bd (IUSB)
Technology SPDR (XLK)
Vanguard Sht Term Govt Bond ETF (VGSH)
SPDR DJ Wilshire Large Cap Growth (SPYG)
Schwab U S Large Cap Growth ETF (SCHG)
PIMCO Enhanced Short Mat Str Fund ETF (MINT)
Vanguard Small-Cap ETF (VB)
Vanguard Small-Cap Value ETF (VBR)
Vanguard Total Stock Market ETF (VTI)
Spdr Ser Tr sp500 high div (SPYD)
Vanguard High Dividend Yield ETF (VYM)

View all positions for Elite Financial

Top funds holding Ishares Tr core tl usd bd

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

View all funds holding Ishares Tr core tl usd bd