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

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

Historical chart of LifeGoal 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 LifeGoal 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 LifeGoal Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $618k 13k 46.31
2025-09-30 $522k 11k 46.71
2025-06-30 $493k 11k 46.23

More positions owned by LifeGoal Wealth Advisors

Ishares Tr U S Equity Factr (LRGF)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
Ishares Tr Core Div Grwth (DGRO)
Rbb Fund Trust First Eagle Gbl (FEGE)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
J P Morgan Exchange Traded F Income Etf (JPIE)
Pimco Etf Tr Multisector Bd (PYLD)
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)
Apple (AAPL)
Ishares Emng Mkts Eqt (EMGF)
Ishares Msci Gbl Gold Mn (RING)
Vanguard Index Fds Total Stk Mkt (VTI)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)

View all positions for LifeGoal Wealth Advisors

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
Jpmorgan Chase & Co
CWM
Mariner Wealth Advisors
Envestnet Portfolio Solutions
Ameriprise Financial
Bank of New York Mellon
Cetera Investment Advisers
Park Avenue Securities
Mml Investors Services

View all funds holding Ishares Tr core tl usd bd