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Ishares Tr core tl usd bd shares owned by HighPoint Advisor

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

Historical chart of HighPoint Advisor 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 HighPoint Advisor 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 HighPoint Advisor

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.8M 60k 46.19
2025-12-31 $2.6M 57k 46.54

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State Street MF Closed and MF Open (SPY)
State Street MF Closed and MF Open (SPDW)
State Street MF Closed and MF Open (SPYG)
Invesco Qqq MF Closed and MF Open (QQQ)
State Street MF Closed and MF Open (XLK)
State Street MF Closed and MF Open (SPYM)
Wisdomtree Us MF Closed and MF Open (DGRW)
Jpmorgan MF Closed and MF Open (JIRE)
Ishares Core MF Closed and MF Open (ITOT)
Dimensional Intl MF Closed and MF Open (DFAI)
Avantis Emerging MF Closed and MF Open (AVEM)
Nvidia Corp Common Stock (NVDA)
Apple Common Stock (AAPL)
State Street MF Closed and MF Open (SPYV)
State Street MF Closed and MF Open (SPTM)

View all positions for HighPoint Advisor

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
Mariner Wealth Advisors
CWM
Envestnet Portfolio Solutions
Ameriprise Financial
Bank of New York Mellon
Cetera Investment Advisers
Park Avenue Securities
Janney Montgomery Scott

View all funds holding Ishares Tr core tl usd bd