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Ishares Tr core tl usd bd shares owned by Legacy Wealth Partners

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

Historical chart of Legacy Wealth Partners 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 Legacy Wealth Partners 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 Legacy Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $10M 218k 46.19

More positions owned by Legacy Wealth Partners

Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Core Univrsl Usd (IUSB)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
NVIDIA Corporation (NVDA)
Ishares Tr Iboxx Hi Yd Etf (HYG)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Tr Core 60/40 Balan (AOR)
Invesco Actvely Mngd Etc Optimum Yield (PDBC)

View all positions for Legacy Wealth Partners

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
Kestra Investment Management

View all funds holding Ishares Tr core tl usd bd