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Ishares Tr core tl usd bd shares owned by Icon Wealth Advisors

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

Historical chart of Icon Wealth Advisors 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 Icon Wealth Advisors 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 Icon Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $35M 750k 46.07
2022-12-31 $26M 568k 44.93
2022-09-30 $21M 466k 44.50

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Ishares Core S&p 500 Etf Etf (IVV)
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Ishares Core Total Usd Bond Market Etf Etf (IUSB)
Ishares Msci Eafe Value Etf Etf (EFV)
Ishares National Muni Bond Etf Etf (MUB)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Microsoft Corp Stock (MSFT)
Ishares Esg Aware Msci Usa Etf Etf (ESGU)
Ishares Msci Eafe Growth Etf Etf (EFG)
Amazon Stock (AMZN)
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Ishares U.s. Technology Etf Etf (IYW)

View all positions for Icon Wealth Advisors

Top funds holding Ishares Tr core tl usd bd

Wells Fargo & Company
CWM
Envestnet Portfolio Solutions
Jpmorgan Chase & Co
Park Avenue Securities
Advisor Group Holdings
Bank of New York Mellon
Janney Montgomery Scott
Pnc Financial Services
Mariner Wealth Advisors
United Capital Financial Advisers
SigFig Wealth Management
Private Ocean
Commonwealth Equity Services
Hanson McClain Advisors

View all funds holding Ishares Tr core tl usd bd