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

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

Historical chart of Lantern 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 Lantern 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 Lantern Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $261k 5.8k 45.21
2024-09-30 $272k 5.8k 47.13
2024-06-30 $209k 4.6k 45.22

More positions owned by Lantern Wealth Advisors

Apple (AAPL)
American Centy Etf Tr Us Eqt Etf (AVUS)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Blackstone Group Inc Com Cl A (BX)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Amazon (AMZN)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Iboxx Inv Cp Etf (LQD)
JPMorgan Chase & Co. (JPM)
Ishares Tr Core Div Grwth (DGRO)
Charles Schwab Corporation (SCHW)
Alphabet Cap Stk Cl A (GOOGL)
Dimensional Etf Trust World Ex Us Core (DFAX)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Lantern Wealth Advisors

Top funds holding Ishares Tr core tl usd bd

Envestnet Asset Management
BlackRock
Jones Financial Companies, L.L
LPL Financial
Wells Fargo & Company
Morgan Stanley
Northwestern Mutual Wealth Management Company
Envestnet Portfolio Solutions
CWM
Jpmorgan Chase & Co
Park Avenue Securities
Cetera Investment Advisers
Ameriprise Financial
Mariner Wealth Advisors
Janney Montgomery Scott

View all funds holding Ishares Tr core tl usd bd