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Ishares Tr core tl usd bd shares owned by GoalVest Advisory

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

Historical chart of GoalVest 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 GoalVest 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 GoalVest Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $76k 1.6k 46.71
2025-06-30 $75k 1.6k 46.23
2023-12-31 $10k 225 46.07

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View all positions for GoalVest Advisory

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
Morgan Stanley
Jpmorgan Chase & Co
CWM
Mariner Wealth Advisors
Envestnet Portfolio Solutions
Ameriprise Financial
Cetera Investment Advisers
Bank of New York Mellon
Park Avenue Securities

View all funds holding Ishares Tr core tl usd bd