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Ishares Tr core tl usd bd shares owned by LPWM

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

Historical chart of LPWM investment in Ishares Tr core tl usd bd

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All positions including Ishares Tr core tl usd bd held by LPWM 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 LPWM

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 23k 46.71
2025-06-30 $1.1M 23k 46.23
2025-03-31 $515k 11k 46.08

More positions owned by LPWM

Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Rus Mdcp Val Etf (IWS)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Spdr Series Trust S&p 600 Smcp Val (SLYV)
Ishares Tr Russell 2000 Etf (IWM)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Real Estate Etf (VNQ)
NVIDIA Corporation (NVDA)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Invesco Exch Traded Fd Tr Ii S&p Emrng Mkts (EELV)

View all positions for LPWM

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

View all funds holding Ishares Tr core tl usd bd