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Ishares Tr core tl usd bd shares owned by J.E. Simmons & Co., P.C.

Quarter-by-quarter ownership of Ishares Tr core tl usd bd (IUSB) shares owned by J.E. Simmons & Co., P.C. from 13F filings

Historical chart of J.E. Simmons & Co., P.C. investment in Ishares Tr core tl usd bd

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Quarterly reported holdings in Ishares Tr core tl usd bd by J.E. Simmons & Co., P.C.

Quarter filed Position value Share count Share price at filing
2026-03-31 $6.9M 150k 46.19

More positions owned by J.E. Simmons & Co., P.C.

Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust State Street Spd (SPTL)
Schwab Strategic Tr Fundamental Us L (FNDX)
Schwab Strategic Tr Fundamental Intl (FNDF)
Electromed (ELMD)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Core Univrsl Usd (IUSB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Blackrock Etf Trust Ishares A I Inno (BAI)
Blackrock Etf Trust Ishares Intl Ctr (CORO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Matthews Asia Fds Asia Innov Activ (MINV)

View all positions for J.E. Simmons & Co., P.C.

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

View all funds holding Ishares Tr core tl usd bd