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Ishares Tr core tl usd bd shares owned by Forthright Family Wealth Advisory

Quarter-by-quarter ownership of Ishares Tr core tl usd bd (IUSB) shares owned by Forthright Family Wealth Advisory from 13F filings

Historical chart of Forthright Family Wealth Advisory 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 Forthright Family Wealth Advisory 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 Forthright Family Wealth Advisory

Quarter filed Position value Share count Share price at filing
2024-06-30 $6.1M 135k 45.22
2024-03-31 $5.3M 116k 45.59
2023-12-31 $4.7M 103k 46.07

More positions owned by Forthright Family Wealth Advisory

Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Eafe Value Etf (EFV)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr U.s. Tech Etf (IYW)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Apple (AAPL)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Forthright Family Wealth Advisory

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